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Pure Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Pure Financial 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 		$3.34M Sell
20,431
-620
-3% -$98K 0.04% 142
2026
Q1 		$2.98M Buy
21,051
+5,822
+38% +$861K 0.04% 139
2025
Q4 		$2.27M Buy
15,229
+817
+6% +$121K 0.03% 154
2025
Q3 		$2.1M Sell
14,412
-1,883
-12% -$264K 0.03% 154
2025
Q2 		$2.2M Buy
16,295
+5,526
+51% +$690K 0.04% 147
2025
Q1 		$1.31M Buy
10,769
+781
+8% +$101K 0.03% 153
2024
Q4 		$1.29M Buy
9,988
+477
+5% +$61.8K 0.03% 150
2024
Q3 		$1.2M Buy
9,511
+2,729
+40% +$331K 0.03% 141
2024
Q2 		$809K Sell
6,782
-4,135
-38% -$475K 0.02% 159
2024
Q1 		$1.26M Sell
10,917
-2
-0% -$219 0.04% 138
2023
Q4 		$1.15M Buy
10,919
+5,077
+87% +$497K 0.04% 136
2023
Q3 		$549K Buy
5,842
+808
+16% +$79.1K 0.02% 164
2023
Q2 		$491K Sell
5,034
-593
-11% -$54.8K 0.02% 165
2023
Q1 		$509K Sell
5,627
-1,128
-17% -$99.7K 0.02% 161
2022
Q4 		$572K Buy
6,755
+1,028
+18% +$87.7K 0.03% 149
2022
Q3 		$455K Sell
5,727
-250
-4% -$22.1K 0.03% 153
2022
Q2 		$501K Buy
+5,977
New +$546K 0.03% 155
2022
Q1 		– Sell
-2,999
Closed -$324K – 225
2021
Q4 		$324K Buy
+2,999
New +$315K 0.02% 162

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

Pure Financial Advisors's ESGU Position: Q2 2026 in Review

Pure Financial Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.9% in Q2 2026, selling an estimated $98K and leaving 20,431 shares worth $3.34M. The position accounts for 0.04% of the portfolio, ranked #142.

Pure Financial Advisors first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Pure Financial Advisors held 20,431 shares of iShares ESG Aware MSCI USA ETF worth $3.34M as of Q2 2026.
  • Pure Financial Advisors sold 620 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $98K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Pure Financial Advisors's portfolio in Q2 2026, its #142 holding.
  • Pure Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.