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One Day In July LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

One Day In July LLC’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 		$426K Hold
2,600
– – 0.03% 113
2026
Q1 		$368K Buy
2,600
+35
+1% +$5.18K 0.03% 117
2025
Q4 		$382K Buy
2,565
+639
+33% +$94.5K 0.03% 110
2025
Q3 		$280K Hold
1,926
– – 0.02% 113
2025
Q2 		$261K Hold
1,926
– – 0.02% 123
2025
Q1 		$235K Sell
1,926
-68
-3% -$8.76K 0.02% 121
2024
Q4 		$257K Hold
1,994
– – 0.03% 114
2024
Q3 		$252K Buy
1,994
+68
+4% +$8.26K 0.03% 121
2024
Q2 		$230K Hold
1,926
– – 0.03% 117
2024
Q1 		$221K Hold
1,926
– – 0.03% 119
2023
Q4 		$202K Buy
+1,926
New +$189K 0.03% 114
2022
Q3 		– Sell
-3,149
Closed -$264K – 76
2022
Q2 		$264K Buy
3,149
+100
+3% +$9.13K 0.06% 63
2022
Q1 		$309K Hold
3,049
– – 0.07% 61
2021
Q4 		$329K Hold
3,049
– – 0.07% 61
2021
Q3 		$300K Buy
3,049
+639
+27% +$64.7K 0.07% 56
2021
Q2 		$237K Hold
2,410
– – 0.06% 60
2021
Q1 		$219K Buy
+2,410
New +$214K 0.06% 59

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
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
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

One Day In July LLC's ESGU Position: Q2 2026 in Review

One Day In July LLC held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,600 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #113.

One Day In July LLC first reported a position in ESGU in Q1 2021 and has held it in 17 quarters since. 439 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • One Day In July LLC held 2,600 shares of iShares ESG Aware MSCI USA ETF worth $426K as of Q2 2026.
  • One Day In July LLC left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of One Day In July LLC's portfolio in Q2 2026, its #113 holding.
  • One Day In July LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 17 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on One Day In July LLC's 13F filing for Q2 2026, filed 3 Aug 2026.