Pathstone Holdings
ESGU icon

Pathstone Holdings’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Pathstone Holdings’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 		$3.16M Buy
19,285
+35
+0.2% +$5.53K 0.01% 867
2026
Q1 		$2.72M Hold
19,250
– – 0.01% 877
2025
Q4 		$2.87M Sell
19,250
-140
-0.7% -$20.7K 0.01% 842
2025
Q3 		$2.82M Buy
19,390
+122
+0.6% +$17.1K 0.01% 837
2025
Q2 		$2.61M Hold
19,268
– – 0.01% 852
2025
Q1 		$2.35M Sell
19,268
-154
-0.8% -$19.8K 0.01% 892
2024
Q4 		$2.5M Sell
19,422
-1,726
-8% -$224K 0.01% 858
2024
Q3 		$2.67M Sell
21,148
-1,092
-5% -$133K 0.01% 829
2024
Q2 		$2.65M Buy
22,240
+14,160
+175% +$1.63M 0.01% 789
2024
Q1 		$929K Sell
8,080
-3,282
-29% -$360K ﹤0.01% 1320
2023
Q4 		$1.19M Buy
+11,362
New +$1.11M 0.01% 981

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

Pathstone Holdings's ESGU Position: Q2 2026 in Review

Pathstone Holdings increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.18% in Q2 2026, buying an estimated $5.53K and bringing the position to 19,285 shares worth $3.16M. The position accounts for 0.01% of the portfolio, ranked #867.

Pathstone Holdings first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Pathstone Holdings held 19,285 shares of iShares ESG Aware MSCI USA ETF worth $3.16M as of Q2 2026.
  • Pathstone Holdings bought 35 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $5.53K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #867 holding.
  • Pathstone Holdings first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.