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

OneDigital Investment 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 		$11.3M Sell
69,207
-1,433
-2% -$227K 0.1% 183
2026
Q1 		$9.99M Sell
70,640
-505
-0.7% -$74.7K 0.1% 173
2025
Q4 		$10.6M Sell
71,145
-2,464
-3% -$364K 0.1% 165
2025
Q3 		$10.7M Sell
73,609
-491
-0.7% -$68.8K 0.11% 160
2025
Q2 		$10M Sell
74,100
-25,967
-26% -$3.24M 0.11% 160
2025
Q1 		$12.2M Sell
100,067
-5,782
-5% -$745K 0.14% 136
2024
Q4 		$13.6M Sell
105,849
-18,898
-15% -$2.45M 0.16% 120
2024
Q3 		$15.7M Sell
124,747
-10,973
-8% -$1.33M 0.18% 107
2024
Q2 		$16.2M Buy
135,720
+125,080
+1,176% +$14.4M 0.2% 95
2024
Q1 		$1.22M Buy
10,640
+3,037
+40% +$333K 0.02% 450
2023
Q4 		$798K Buy
+7,603
New +$745K 0.01% 553
2022
Q4 		– Sell
-8,675
Closed -$689K – 829
2022
Q3 		$689K Buy
+8,675
New +$768K 0.03% 378
2019
Q3 		– Sell
-200
Closed -$13K – 736
2019
Q2 		$13K Buy
+200
New +$12.7K ﹤0.01% 890
2018
Q4 		– Sell
-410
Closed -$26K – 1159
2018
Q3 		$26K Hold
410
– – 0.01% 577
2018
Q2 		$25K Hold
410
– – 0.01% 723
2018
Q1 		$24K Buy
+410
New +$24.5K 0.01% 748

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

OneDigital Investment Advisors's ESGU Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2% in Q2 2026, selling an estimated $227K and leaving 69,207 shares worth $11.3M. The position accounts for 0.1% of the portfolio, ranked #183.

OneDigital Investment Advisors first reported a position in ESGU in Q1 2018 and has held it in 16 quarters since. The position peaked at $16.2M in Q2 2024. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • OneDigital Investment Advisors held 69,207 shares of iShares ESG Aware MSCI USA ETF worth $11.3M as of Q2 2026.
  • OneDigital Investment Advisors sold 1,433 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $227K.
  • iShares ESG Aware MSCI USA ETF made up 0.1% of OneDigital Investment Advisors's portfolio in Q2 2026, its #183 holding.
  • OneDigital Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2018 and has held it in 16 quarters since.
  • OneDigital Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $16.2M in Q2 2024.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.