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&Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

&Partners’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 		$10.2M Buy
62,304
+5,549
+10% +$877K 0.04% 377
2026
Q1 		$8.03M Buy
56,755
+7,488
+15% +$1.11M 0.04% 391
2025
Q4 		$7.34M Buy
49,267
+17,694
+56% +$2.62M 0.04% 384
2025
Q3 		$4.6M Buy
31,573
+1,256
+4% +$176K 0.03% 449
2025
Q2 		$4.1M Sell
30,317
-1,387
-4% -$173K 0.03% 418
2025
Q1 		$3.89M Buy
31,704
+2,009
+7% +$259K 0.04% 349
2024
Q4 		$3.87M Buy
29,695
+19,723
+198% +$2.56M 0.05% 324
2024
Q3 		$1.26M Buy
+9,972
New +$1.21M 0.02% 480

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's ESGU Position: Q2 2026 in Review

&Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 9.8% in Q2 2026, buying an estimated $877K and bringing the position to 62,304 shares worth $10.2M. The position accounts for 0.04% of the portfolio, ranked #377.

&Partners first reported a position in ESGU in Q3 2024 and has held it in 8 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • &Partners held 62,304 shares of iShares ESG Aware MSCI USA ETF worth $10.2M as of Q2 2026.
  • &Partners bought 5,549 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $877K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of &Partners's portfolio in Q2 2026, its #377 holding.
  • &Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and has held it in 8 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.