Parkside Financial Bank & Trust’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Parkside Financial Bank & Trust’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	$14.1K	Buy	86 +10	+13%	+$1.58K	﹤0.01%	1526
2026 Q1	$10.7K	Sell	76 -309	-80%	-$45.7K	﹤0.01%	1560
2025 Q4	$57.4K	Hold	385	–	–	﹤0.01%	906
2025 Q3	$56.1K	Sell	385 -183	-32%	-$25.6K	﹤0.01%	891
2025 Q2	$76.9K	Hold	568	–	–	0.01%	747
2025 Q1	$69.2K	Buy	568 +309	+119%	+$39.8K	0.01%	717
2024 Q4	$33.4K	Hold	259	–	–	﹤0.01%	938
2024 Q3	$32.7K	Hold	259	–	–	﹤0.01%	921
2024 Q2	$30.9K	Hold	259	–	–	﹤0.01%	914
2024 Q1	$29.8K	Hold	259	–	–	﹤0.01%	916
2023 Q4	$27.2K	Buy	+259	New	+$25.4K	﹤0.01%	887
2021 Q4	–	Sell	-24	Closed	-$2K	–	1825
2021 Q3	$2K	Buy	+24	New	+$2.43K	﹤0.01%	1537

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

Parkside Financial Bank & Trust's ESGU Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 13% in Q2 2026, buying an estimated $1.58K and bringing the position to 86 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Parkside Financial Bank & Trust first reported a position in ESGU in Q3 2021 and has held it in 12 quarters since. The position peaked at $76.9K in Q2 2025. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Parkside Financial Bank & Trust held 86 shares of iShares ESG Aware MSCI USA ETF worth $14.1K as of Q2 2026.
Parkside Financial Bank & Trust bought 10 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.58K.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1526 holding.
Parkside Financial Bank & Trust first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 12 quarters since.
Parkside Financial Bank & Trust's iShares ESG Aware MSCI USA ETF position peaked at $76.9K in Q2 2025.
868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.