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Partners Capital Investment Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Partners Capital Investment Group’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 		$3.95M Buy
24,119
+50
+0.2% +$7.91K 0.14% 64
2026
Q1 		$3.4M Buy
24,069
+63
+0.3% +$9.32K 0.13% 71
2025
Q4 		$3.58M Buy
24,006
+73
+0.3% +$10.8K 0.13% 77
2025
Q3 		$3.48M Buy
23,933
+60
+0.3% +$8.4K 0.14% 78
2025
Q2 		$3.23M Sell
23,873
-559,372
-96% -$69.8M 0.13% 83
2025
Q1 		$71.1M Buy
583,245
+35,287
+6% +$4.54M 1.2% 19
2024
Q4 		$70.6M Sell
547,958
-24,133
-4% -$3.13M 1.94% 13
2024
Q3 		$72.2M Buy
572,091
+61,171
+12% +$7.43M 1.15% 23
2024
Q2 		$61.2M Buy
510,920
+5,786
+1% +$665K 1.03% 24
2024
Q1 		$58.1M Sell
505,134
-23,378
-4% -$2.56M 1.57% 15
2023
Q4 		$55.5M Buy
528,512
+61,362
+13% +$6.01M 1.22% 18
2023
Q3 		$43.9M Buy
467,150
+10,572
+2% +$1.04M 1.05% 21
2023
Q2 		$44.5M Buy
456,578
+35,275
+8% +$3.26M 0.95% 22
2023
Q1 		$38.1M Sell
421,303
-11,291
-3% -$998K 1.64% 16
2022
Q4 		$36.7M Buy
432,594
+39,343
+10% +$3.36M 1.76% 11
2022
Q3 		$31.2M Buy
393,251
+35,627
+10% +$3.15M 1.85% 11
2022
Q2 		$30M Buy
357,624
+14,134
+4% +$1.29M 2.02% 10
2022
Q1 		$34.8M Buy
343,490
+12,344
+4% +$1.24M 1.71% 18
2021
Q4 		$35.7M Sell
331,146
-12,231
-4% -$1.28M 1.65% 19
2021
Q3 		$33.8M Buy
343,377
+45,851
+15% +$4.65M 1.55% 19
2021
Q2 		$29.3M Hold
297,526
– – 1.3% 25
2021
Q1 		$27M Buy
+297,526
New +$26.4M 1.19% 28

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

Partners Capital Investment Group's ESGU Position: Q2 2026 in Review

Partners Capital Investment Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.21% in Q2 2026, buying an estimated $7.91K and bringing the position to 24,119 shares worth $3.95M. The position accounts for 0.14% of the portfolio, ranked #64.

Partners Capital Investment Group first reported a position in ESGU in Q1 2021 and has held it in 22 quarters since. The position peaked at $72.2M in Q3 2024. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Partners Capital Investment Group held 24,119 shares of iShares ESG Aware MSCI USA ETF worth $3.95M as of Q2 2026.
  • Partners Capital Investment Group bought 50 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $7.91K.
  • iShares ESG Aware MSCI USA ETF made up 0.14% of Partners Capital Investment Group's portfolio in Q2 2026, its #64 holding.
  • Partners Capital Investment Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
  • Partners Capital Investment Group's iShares ESG Aware MSCI USA ETF position peaked at $72.2M in Q3 2024.
  • 862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.