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Prudent Man Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Prudent Man 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 		$9.54M Sell
58,312
-6,458
-10% -$1.02M 2.18% 11
2026
Q1 		$9.16M Sell
64,770
-6,149
-9% -$910K 2.74% 6
2025
Q4 		$10.6M Sell
70,919
-2,871
-4% -$424K 3.85% 3
2025
Q3 		$10.7M Buy
73,790
+1,269
+2% +$178K 3.96% 3
2025
Q2 		$9.81M Buy
72,521
+1,267
+2% +$158K 3.12% 4
2025
Q1 		$8.69M Sell
71,254
-20,453
-22% -$2.63M 3.15% 4
2024
Q4 		$11.8M Sell
91,707
-8,715
-9% -$1.13M 4.29% 4
2024
Q3 		$12.7M Sell
100,422
-2,421
-2% -$294K 4.23% 4
2024
Q2 		$12.3M Buy
102,843
+26,311
+34% +$3.02M 4.34% 4
2024
Q1 		$8.8M Sell
76,532
-1,726
-2% -$189K 3.3% 4
2023
Q4 		$8.21M Sell
78,258
-1,191
-1% -$117K 3.06% 4
2023
Q3 		$7.46M Sell
79,449
-1,628
-2% -$159K 2.96% 5
2023
Q2 		$7.9M Buy
81,077
+314
+0.4% +$29K 2.97% 4
2023
Q1 		$7.31M Sell
80,763
-4,240
-5% -$375K 2.86% 5
2022
Q4 		$7.21M Buy
85,003
+5,774
+7% +$493K 2.91% 5
2022
Q3 		$6.29M Sell
79,229
-226
-0.3% -$20K 2.98% 6
2022
Q2 		$6.67M Buy
79,455
+2,239
+3% +$205K 3.11% 5
2022
Q1 		$7.82M Buy
77,216
+950
+1% +$95.2K 3.17% 5
2021
Q4 		$8.23M Buy
76,266
+696
+0.9% +$73K 3.13% 5
2021
Q3 		$7.44M Buy
+75,570
New +$7.66M 2.82% 5

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

Prudent Man Advisors's ESGU Position: Q2 2026 in Review

Prudent Man Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 10% in Q2 2026, selling an estimated $1.02M and leaving 58,312 shares worth $9.54M. The position accounts for 2.18% of the portfolio, ranked #11.

Prudent Man Advisors first reported a position in ESGU in Q3 2021 and has held it in 20 quarters since. The position peaked at $12.7M in Q3 2024. 865 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Prudent Man Advisors held 58,312 shares of iShares ESG Aware MSCI USA ETF worth $9.54M as of Q2 2026.
  • Prudent Man Advisors sold 6,458 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.02M.
  • iShares ESG Aware MSCI USA ETF made up 2.18% of Prudent Man Advisors's portfolio in Q2 2026, its #11 holding.
  • Prudent Man Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 20 quarters since.
  • Prudent Man Advisors's iShares ESG Aware MSCI USA ETF position peaked at $12.7M in Q3 2024.
  • 865 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.