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Osborne Partners Capital Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Osborne Partners Capital Management’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 		$650K Sell
3,972
-160
-4% -$25.3K 0.04% 146
2026
Q1 		$584K Buy
4,132
+50
+1% +$7.4K 0.03% 153
2025
Q4 		$608K Buy
4,082
+135
+3% +$20K 0.03% 151
2025
Q3 		$575K Hold
3,947
– – 0.03% 161
2025
Q2 		$534K Buy
3,947
+114
+3% +$14.2K 0.03% 165
2025
Q1 		$467K Sell
3,833
-50
-1% -$6.44K 0.03% 163
2024
Q4 		$500K Sell
3,883
-190
-5% -$24.6K 0.03% 163
2024
Q3 		$514K Sell
4,073
-105
-3% -$12.8K 0.03% 163
2024
Q2 		$499K Sell
4,178
-55
-1% -$6.32K 0.03% 161
2024
Q1 		$487K Sell
4,233
-400
-9% -$43.8K 0.03% 156
2023
Q4 		$486K Buy
4,633
+1,683
+57% +$165K 0.03% 160
2023
Q3 		$277K Sell
2,950
-345
-10% -$33.8K 0.02% 170
2023
Q2 		$321K Buy
3,295
+70
+2% +$6.46K 0.02% 171
2023
Q1 		$292K Buy
3,225
+55
+2% +$4.86K 0.02% 177
2022
Q4 		$269K Sell
3,170
-40
-1% -$3.41K 0.02% 186
2022
Q3 		$255K Sell
3,210
-20
-0.6% -$1.77K 0.02% 180
2022
Q2 		$271K Hold
3,230
– – 0.02% 181
2022
Q1 		$327K Sell
3,230
-15
-0.5% -$1.5K 0.02% 167
2021
Q4 		$350K Sell
3,245
-130
-4% -$13.6K 0.03% 175
2021
Q3 		$332K Hold
3,375
– – 0.03% 166
2021
Q2 		$332K Buy
3,375
+260
+8% +$24.9K 0.03% 174
2021
Q1 		$283K Sell
3,115
-50
-2% -$4.45K 0.03% 175
2020
Q4 		$272K Hold
3,165
– – 0.03% 170
2020
Q3 		$241K Buy
+3,165
New +$238K 0.05% 143

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

Osborne Partners Capital Management's ESGU Position: Q2 2026 in Review

Osborne Partners Capital Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.9% in Q2 2026, selling an estimated $25.3K and leaving 3,972 shares worth $650K. The position accounts for 0.04% of the portfolio, ranked #146.

Osborne Partners Capital Management first reported a position in ESGU in Q3 2020 and has held it in 24 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Osborne Partners Capital Management held 3,972 shares of iShares ESG Aware MSCI USA ETF worth $650K as of Q2 2026.
  • Osborne Partners Capital Management sold 160 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $25.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Osborne Partners Capital Management's portfolio in Q2 2026, its #146 holding.
  • Osborne Partners Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 24 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.