Plum Street Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
Other funds holding ESGU
TWIM
AA
Plum Street Advisors's ESGU Position: Q2 2026 in Review
Plum Street Advisors opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 1,275 shares worth $209K. The stake represents 0.07% of the portfolio and ranks #105 among its holdings. This is a return to the name: Plum Street Advisors previously reported a position in ESGU as recently as Q4 2024.
Plum Street Advisors first reported a position in ESGU in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.32M in Q3 2024. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.
- Plum Street Advisors held 1,275 shares of iShares ESG Aware MSCI USA ETF worth $209K as of Q2 2026.
- iShares ESG Aware MSCI USA ETF was a new Plum Street Advisors position in Q2 2026.
- iShares ESG Aware MSCI USA ETF made up 0.07% of Plum Street Advisors's portfolio in Q2 2026, its #105 holding.
- Plum Street Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 6 quarters since.
- Plum Street Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.32M in Q3 2024.
- 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.
Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.