NWF Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

NWF Advisory Services’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	$572K	Buy	3,494 +194	+6%	+$30.7K	0.05%	207
2026 Q1	$467K	Hold	3,300	–	–	0.05%	222
2025 Q4	$492K	Sell	3,300 -67	-2%	-$9.91K	0.05%	212
2025 Q3	$490K	Hold	3,367	–	–	0.05%	219
2025 Q2	$456K	Buy	3,367 +175	+5%	+$21.8K	0.05%	225
2025 Q1	$389K	Hold	3,192	–	–	0.05%	211
2024 Q4	$411K	Buy	3,192 +442	+16%	+$57.3K	0.06%	162
2024 Q3	$347K	Hold	2,750	–	–	0.05%	219
2024 Q2	$328K	Hold	2,750	–	–	0.05%	210
2024 Q1	$316K	Hold	2,750	–	–	0.05%	219
2023 Q4	$289K	Hold	2,750	–	–	0.06%	209
2023 Q3	$258K	Sell	2,750 -80	-3%	-$7.83K	0.06%	205
2023 Q2	$276K	Hold	2,830	–	–	0.06%	193
2023 Q1	$276K	Buy	+2,830	New	+$250K	0.06%	192

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NWF Advisory Services's ESGU Position: Q2 2026 in Review

NWF Advisory Services increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.9% in Q2 2026, buying an estimated $30.7K and bringing the position to 3,494 shares worth $572K. The position accounts for 0.05% of the portfolio, ranked #207.

NWF Advisory Services first reported a position in ESGU in Q1 2023 and has held it in 14 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

NWF Advisory Services held 3,494 shares of iShares ESG Aware MSCI USA ETF worth $572K as of Q2 2026.
NWF Advisory Services bought 194 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $30.7K.
iShares ESG Aware MSCI USA ETF made up 0.05% of NWF Advisory Services's portfolio in Q2 2026, its #207 holding.
NWF Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 14 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.