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

One Wealth 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 		$16.6M Sell
101,285
-138
-0.1% -$21.8K 1.83% 14
2026
Q1 		$14.3M Sell
101,423
-4,575
-4% -$677K 1.79% 15
2025
Q4 		$15.8M Sell
105,998
-9,141
-8% -$1.35M 1.93% 17
2025
Q3 		$16.8M Buy
115,139
+8,752
+8% +$1.23M 2.1% 14
2025
Q2 		$14.4M Sell
106,387
-2,023
-2% -$253K 2% 16
2025
Q1 		$13.2M Sell
108,410
-8,555
-7% -$1.1M 1.97% 14
2024
Q4 		$15.1M Sell
116,965
-593
-0.5% -$76.8K 2.24% 13
2024
Q3 		$14.8M Buy
117,558
+8
+0% +$971 2.28% 12
2024
Q2 		$13.7M Sell
117,550
-18,845
-14% -$2.16M 2.95% 8
2024
Q1 		$15.7M Sell
136,395
-42,021
-24% -$4.6M 2.73% 7
2023
Q4 		$18.7M Sell
178,416
-950
-0.5% -$93K 3.6% 4
2023
Q3 		$16.8M Sell
179,366
-49,109
-21% -$4.81M 3.74% 4
2023
Q2 		$22.3M Sell
228,475
-3,251
-1% -$300K 4.69% 3
2023
Q1 		$21M Sell
231,726
-172,233
-43% -$15.2M 4.84% 3
2022
Q4 		$34.2M Sell
403,959
-15,035
-4% -$1.28M 7.82% 2
2022
Q3 		$33.3M Buy
418,994
+27,008
+7% +$2.39M 10.89% 2
2022
Q2 		$32.9M Sell
391,986
-5,331
-1% -$487K 8.81% 2
2022
Q1 		$40.3M Buy
397,317
+78,622
+25% +$7.87M 9.86% 1
2021
Q4 		$34.4M Buy
318,695
+57,390
+22% +$6.02M 8.72% 1
2021
Q3 		$25.7M Buy
261,305
+45,910
+21% +$4.65M 7.54% 2
2021
Q2 		$21.2M Buy
215,395
+71,156
+49% +$6.81M 6.72% 3
2021
Q1 		$13.1M Buy
144,239
+90,107
+166% +$8.01M 5.02% 5
2020
Q4 		$4.66M Buy
54,132
+46,082
+572% +$3.74M 2.53% 8
2020
Q3 		$613K Sell
8,050
-462
-5% -$34.8K 0.42% 17
2020
Q2 		$596K Buy
8,512
+4,341
+104% +$286K 0.47% 18
2020
Q1 		$240K Buy
+4,171
New +$284K 0.24% 65

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

One Wealth Advisors's ESGU Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.14% in Q2 2026, selling an estimated $21.8K and leaving 101,285 shares worth $16.6M. The position accounts for 1.83% of the portfolio, ranked #14.

One Wealth Advisors first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $40.3M in Q1 2022. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • One Wealth Advisors held 101,285 shares of iShares ESG Aware MSCI USA ETF worth $16.6M as of Q2 2026.
  • One Wealth Advisors sold 138 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $21.8K.
  • iShares ESG Aware MSCI USA ETF made up 1.83% of One Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • One Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • One Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $40.3M in Q1 2022.
  • 862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.