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Private Advisor Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Private Advisor Group’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 		$6.33M Sell
38,657
-5,231
-12% -$827K 0.03% 529
2026
Q1 		$6.21M Buy
43,888
+3,315
+8% +$490K 0.03% 558
2025
Q4 		$6.04M Sell
40,573
-2,907
-7% -$430K 0.03% 549
2025
Q3 		$6.33M Sell
43,480
-330
-0.8% -$46.2K 0.03% 527
2025
Q2 		$5.93M Buy
43,810
+9,697
+28% +$1.21M 0.03% 518
2025
Q1 		$4.16M Sell
34,113
-3,375
-9% -$435K 0.03% 604
2024
Q4 		$4.83M Sell
37,488
-2,162
-5% -$280K 0.03% 543
2024
Q3 		$5M Sell
39,650
-3,887
-9% -$472K 0.03% 523
2024
Q2 		$5.19M Sell
43,537
-12,192
-22% -$1.4M 0.03% 470
2024
Q1 		$6.41M Sell
55,729
-10,289
-16% -$1.13M 0.05% 382
2023
Q4 		$6.93M Buy
66,018
+5,800
+10% +$568K 0.05% 335
2023
Q3 		$5.66M Sell
60,218
-3,557
-6% -$348K 0.05% 359
2023
Q2 		$6.31M Sell
63,775
-10,509
-14% -$970K 0.05% 332
2023
Q1 		$6.72M Sell
74,284
-59,225
-44% -$5.24M 0.06% 298
2022
Q4 		$7.36M Sell
133,509
-7,706
-5% -$657K 0.37% 49
2022
Q3 		$11.2M Buy
141,215
+7,540
+6% +$668K 0.13% 173
2022
Q2 		$11.2M Sell
133,675
-19,934
-13% -$1.82M 0.1% 198
2022
Q1 		$15.6M Buy
153,609
+27,975
+22% +$2.8M 0.12% 175
2021
Q4 		$13.6M Sell
125,634
-80,618
-39% -$8.46M 0.1% 199
2021
Q3 		$20.3M Buy
206,252
+105,411
+105% +$10.7M 0.13% 160
2021
Q2 		$9.93M Buy
100,841
+13,921
+16% +$1.33M 0.09% 234
2021
Q1 		$7.9M Buy
86,920
+39,143
+82% +$3.48M 0.08% 256
2020
Q4 		$4.11M Buy
47,777
+19,490
+69% +$1.58M 0.04% 393
2020
Q3 		$2.04M Buy
28,287
+6,700
+31% +$505K 0.03% 545
2020
Q2 		$1.51M Buy
21,587
+9,485
+78% +$624K 0.02% 616
2020
Q1 		$696K Buy
+12,102
New +$824K 0.01% 782

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

Private Advisor Group's ESGU Position: Q2 2026 in Review

Private Advisor Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 12% in Q2 2026, selling an estimated $827K and leaving 38,657 shares worth $6.33M. The position accounts for 0.03% of the portfolio, ranked #529.

Private Advisor Group first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $20.3M in Q3 2021. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Private Advisor Group held 38,657 shares of iShares ESG Aware MSCI USA ETF worth $6.33M as of Q2 2026.
  • Private Advisor Group sold 5,231 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $827K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #529 holding.
  • Private Advisor Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • Private Advisor Group's iShares ESG Aware MSCI USA ETF position peaked at $20.3M in Q3 2021.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.