Orin Green Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Orin Green Financial’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	$1.52M	Buy	9,260 +307	+3%	+$48.5K	0.56%	29
2026 Q1	$1.27M	Buy	8,953 +975	+12%	+$144K	0.52%	32
2025 Q4	$1.19M	Hold	7,978	–	–	0.48%	33
2025 Q3	$1.16M	Hold	7,978	–	–	0.46%	36
2025 Q2	$1.08M	Hold	7,978	–	–	0.46%	36
2025 Q1	$892K	Buy	+7,978	New	+$1.03M	0.42%	35
2024 Q4	–	Sell	-7,978	Closed	-$1.03M	–	34
2024 Q3	$1.01M	Hold	7,978	–	–	0.43%	36
2024 Q2	$952K	Buy	+7,978	New	+$916K	0.44%	33
2024 Q1	–	Sell	-8,068	Closed	-$884K	–	33
2023 Q4	$846K	Buy	8,068 +2,282	+39%	+$223K	0.42%	37
2023 Q3	$588K	Buy	5,786 +3,706	+178%	+$363K	0.33%	42
2023 Q2	$203K	Buy	+2,080	New	+$192K	0.11%	65

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

Orin Green Financial's ESGU Position: Q2 2026 in Review

Orin Green Financial increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.4% in Q2 2026, buying an estimated $48.5K and bringing the position to 9,260 shares worth $1.52M. The position accounts for 0.56% of the portfolio, ranked #29.

Orin Green Financial first reported a position in ESGU in Q2 2023 and has held it in 11 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Orin Green Financial held 9,260 shares of iShares ESG Aware MSCI USA ETF worth $1.52M as of Q2 2026.
Orin Green Financial bought 307 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $48.5K.
iShares ESG Aware MSCI USA ETF made up 0.56% of Orin Green Financial's portfolio in Q2 2026, its #29 holding.
Orin Green Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 11 quarters since.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.