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Private Client Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Private Client Services’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 		$389K Buy
2,378
+1
+0% +$158 0.1% 147
2026
Q1 		$336K Sell
2,377
-2
-0.1% -$296 0.1% 148
2025
Q4 		$354K Buy
2,379
+4
+0.2% +$591 0.11% 128
2025
Q3 		$346K Sell
2,375
-67
-3% -$9.38K 0.12% 131
2025
Q2 		$330K Buy
2,442
+8
+0.3% +$999 0.13% 139
2025
Q1 		$297K Sell
2,434
-19
-0.8% -$2.45K 0.15% 134
2024
Q4 		$316K Sell
2,453
-29
-1% -$3.76K 0.17% 119
2024
Q3 		$313K Buy
2,482
+8
+0.3% +$971 0.17% 117
2024
Q2 		$295K Sell
2,474
-7
-0.3% -$804 0.19% 102
2024
Q1 		$285K Buy
2,481
+6
+0.2% +$657 0.19% 102
2023
Q4 		$260K Buy
+2,475
New +$242K 0.21% 115

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 Client Services's ESGU Position: Q2 2026 in Review

Private Client Services increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.04% in Q2 2026, buying an estimated $158 and bringing the position to 2,378 shares worth $389K. The position accounts for 0.1% of the portfolio, ranked #147.

Private Client Services 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.

  • Private Client Services held 2,378 shares of iShares ESG Aware MSCI USA ETF worth $389K as of Q2 2026.
  • Private Client Services bought 1 iShares ESG Aware MSCI USA ETF share in Q2 2026, an estimated $158.
  • iShares ESG Aware MSCI USA ETF made up 0.1% of Private Client Services's portfolio in Q2 2026, its #147 holding.
  • Private Client Services 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 Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.