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

Sanctuary 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 		$9.3M Buy
56,830
+1,719
+3% +$272K 0.04% 425
2026
Q1 		$7.79M Sell
55,111
-870
-2% -$129K 0.04% 436
2025
Q4 		$8.34M Sell
55,981
-1,667
-3% -$246K 0.05% 405
2025
Q3 		$8.39M Buy
57,648
+5,775
+11% +$809K 0.05% 387
2025
Q2 		$7.02M Sell
51,873
-769
-1% -$96K 0.04% 406
2025
Q1 		$6.42M Sell
52,642
-10,121
-16% -$1.3M 0.05% 409
2024
Q4 		$8.35M Sell
62,763
-4,441
-7% -$575K 0.05% 361
2024
Q3 		$8.82M Buy
67,204
+10,327
+18% +$1.25M 0.06% 345
2024
Q2 		$6.35M Buy
+56,877
New +$6.53M 0.05% 391

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

Sanctuary Advisors's ESGU Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.1% in Q2 2026, buying an estimated $272K and bringing the position to 56,830 shares worth $9.3M. The position accounts for 0.04% of the portfolio, ranked #425.

Sanctuary Advisors first reported a position in ESGU in Q2 2024 and has held it in 9 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Sanctuary Advisors held 56,830 shares of iShares ESG Aware MSCI USA ETF worth $9.3M as of Q2 2026.
  • Sanctuary Advisors bought 1,719 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $272K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Sanctuary Advisors's portfolio in Q2 2026, its #425 holding.
  • Sanctuary Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.