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Salomon & Ludwin’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Salomon & Ludwin’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 		$24K Sell
147
-4
-3% -$632 ﹤0.01% 1004
2026
Q1 		$21.5K Hold
151
– – ﹤0.01% 1031
2025
Q4 		$22.7K Sell
151
-10
-6% -$1.48K ﹤0.01% 806
2025
Q3 		$23.6K Hold
161
– – ﹤0.01% 715
2025
Q2 		$21.8K Hold
161
– – ﹤0.01% 372
2025
Q1 		$19.6K Hold
161
– – ﹤0.01% 362
2024
Q4 		$20.7K Hold
161
– – ﹤0.01% 354
2024
Q3 		$20.3K Hold
161
– – ﹤0.01% 368
2024
Q2 		$19.2K Hold
161
– – ﹤0.01% 370
2024
Q1 		$18.5K Hold
161
– – ﹤0.01% 482
2023
Q4 		$15.1K Hold
161
– – ﹤0.01% 448
2023
Q3 		$15.1K Buy
+161
New +$15.8K ﹤0.01% 447

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

Salomon & Ludwin's ESGU Position: Q2 2026 in Review

Salomon & Ludwin reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.6% in Q2 2026, selling an estimated $632 and leaving 147 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Salomon & Ludwin first reported a position in ESGU in Q3 2023 and has held it in 12 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Salomon & Ludwin held 147 shares of iShares ESG Aware MSCI USA ETF worth $24K as of Q2 2026.
  • Salomon & Ludwin sold 4 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $632.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1004 holding.
  • Salomon & Ludwin first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and has held it in 12 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.