Pearl Planning’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Pearl Planning’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	$283K	Hold	1,732	–	–	0.13%	51
2026 Q1	$245K	Hold	1,732	–	–	0.13%	48
2025 Q4	$258K	Buy	+1,732	New	+$256K	0.16%	48

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

Pearl Planning's ESGU Position: Q2 2026 in Review

Pearl Planning held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 1,732 shares worth $283K. The position accounts for 0.13% of the portfolio, ranked #51.

Pearl Planning first reported a position in ESGU in Q4 2025 and has held it in 3 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Pearl Planning held 1,732 shares of iShares ESG Aware MSCI USA ETF worth $283K as of Q2 2026.
Pearl Planning left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.13% of Pearl Planning's portfolio in Q2 2026, its #51 holding.
Pearl Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Pearl Planning's 13F filing for Q2 2026, filed 21 Jul 2026.