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Principal Securities’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Principal Securities’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 		$848K Buy
5,181
+2,393
+86% +$378K 0.01% 844
2026
Q1 		$394K Sell
2,788
-257
-8% -$38K 0.01% 1081
2025
Q4 		$454K Sell
3,045
-55
-2% -$8.13K 0.01% 970
2025
Q3 		$451K Buy
3,100
+170
+6% +$23.8K 0.01% 943
2025
Q2 		$396K Sell
2,930
-3,535
-55% -$441K 0.01% 954
2025
Q1 		$833K Hold
6,465
– – 0.02% 606
2024
Q4 		$833K Buy
6,465
+41
+0.6% +$5.31K 0.02% 604
2024
Q3 		$811K Buy
6,424
+102
+2% +$12.4K 0.02% 603
2024
Q2 		$754K Sell
6,322
-699
-10% -$80.3K 0.02% 564
2024
Q1 		$807K Buy
7,021
+161
+2% +$17.6K 0.03% 511
2023
Q4 		$720K Buy
+6,860
New +$672K 0.03% 494

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

Principal Securities's ESGU Position: Q2 2026 in Review

Principal Securities increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 86% in Q2 2026, buying an estimated $378K and bringing the position to 5,181 shares worth $848K. The position accounts for 0.01% of the portfolio, ranked #844.

Principal Securities first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Principal Securities held 5,181 shares of iShares ESG Aware MSCI USA ETF worth $848K as of Q2 2026.
  • Principal Securities bought 2,393 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $378K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #844 holding.
  • Principal Securities first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.