Pallas Capital Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Pallas Capital 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	$403K	Hold	2,463	–	–	0.01%	646
2026 Q1	$348K	Sell	2,463 -3,481	-59%	-$515K	0.01%	600
2025 Q4	$886K	Hold	5,944	–	–	0.03%	381
2025 Q3	$865K	Hold	5,944	–	–	0.03%	372
2025 Q2	$804K	Sell	5,944 -442	-7%	-$55.2K	0.03%	378
2025 Q1	$779K	Hold	6,386	–	–	0.03%	353
2024 Q4	$823K	Hold	6,386	–	–	0.04%	271
2024 Q3	$812K	Sell	6,386 -1,957	-23%	-$238K	0.03%	257
2024 Q2	$1.01M	Sell	8,343 -664	-7%	-$76.3K	0.05%	209
2024 Q1	$1.04M	Sell	9,007 -2,676	-23%	-$293K	0.04%	209
2023 Q4	$1.23M	Sell	11,683 -21,068	-64%	-$2.06M	0.07%	187
2023 Q3	$2.98M	Buy	32,751 +6,593	+25%	+$646K	0.18%	103
2023 Q2	$2.6M	Buy	26,158 +23,711	+969%	+$2.19M	0.12%	109
2023 Q1	$222K	Buy	2,447 +6	+0.2%	+$531	0.02%	253
2022 Q4	$214K	Hold	2,441	–	–	0.02%	252
2022 Q3	$201K	Sell	2,441 -86	-3%	-$7.62K	0.02%	243
2022 Q2	$223K	Buy	+2,527	New	+$231K	0.03%	213

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

Pallas Capital Advisors's ESGU Position: Q2 2026 in Review

Pallas Capital Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,463 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #646.

Pallas Capital Advisors first reported a position in ESGU in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.98M in Q3 2023. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Pallas Capital Advisors held 2,463 shares of iShares ESG Aware MSCI USA ETF worth $403K as of Q2 2026.
Pallas Capital Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #646 holding.
Pallas Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 17 quarters since.
Pallas Capital Advisors's iShares ESG Aware MSCI USA ETF position peaked at $2.98M in Q3 2023.
868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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