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Polaris Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Polaris Investment Advisors’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 		$305K Sell
1,866
-633
-25% -$100K 0.2% 67
2026
Q1 		$353K Hold
2,499
– – 0.26% 55
2025
Q4 		$372K Buy
+2,499
New +$369K 0.27% 54

Other funds holding ESGU

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Polaris Investment Advisors's ESGU Position: Q2 2026 in Review

Polaris Investment Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 25% in Q2 2026, selling an estimated $100K and leaving 1,866 shares worth $305K. The position accounts for 0.2% of the portfolio, ranked #67.

Polaris Investment Advisors first reported a position in ESGU in Q4 2025 and has held it in 3 quarters since. The position peaked at $372K in Q4 2025. 572 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Polaris Investment Advisors held 1,866 shares of iShares ESG Aware MSCI USA ETF worth $305K as of Q2 2026.
  • Polaris Investment Advisors sold 633 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $100K.
  • iShares ESG Aware MSCI USA ETF made up 0.2% of Polaris Investment Advisors's portfolio in Q2 2026, its #67 holding.
  • Polaris Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • Polaris Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $372K in Q4 2025.
  • 572 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.