Novus Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Novus Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$219K	Buy	+1,337	New	+$211K	0.46%	48
2026 Q1	–	Sell	-1,395	Closed	-$208K	–	49
2025 Q4	$208K	Sell	1,395 -76	-5%	-$11.2K	0.46%	46
2025 Q3	$214K	Sell	1,471 -532	-27%	-$74.5K	0.49%	44
2025 Q2	$271K	Sell	2,003 -58	-3%	-$7.24K	0.41%	60
2025 Q1	$251K	Sell	2,061 -76	-4%	-$9.79K	0.25%	98
2024 Q4	$275K	Buy	+2,137	New	+$277K	0.27%	85

Other funds holding ESGU

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Novus Advisors's ESGU Position: Q2 2026 in Review

Novus Advisors opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 1,337 shares worth $219K. The stake represents 0.46% of the portfolio and ranks #48 among its holdings. This is a return to the name: Novus Advisors previously reported a position in ESGU as recently as Q4 2025.

Novus Advisors first reported a position in ESGU in Q4 2024 and has held it in 6 quarters since. The position peaked at $275K in Q4 2024. 412 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Novus Advisors held 1,337 shares of iShares ESG Aware MSCI USA ETF worth $219K as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new Novus Advisors position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.46% of Novus Advisors's portfolio in Q2 2026, its #48 holding.
Novus Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
Novus Advisors's iShares ESG Aware MSCI USA ETF position peaked at $275K in Q4 2024.
412 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.