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Sand Hill Global Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sand Hill Global 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 		$25.4M Sell
154,912
-2,397
-2% -$379K 0.76% 23
2026
Q1 		$22.2M Buy
157,309
+2,298
+1% +$340K 0.75% 21
2025
Q4 		$23.1M Sell
155,011
-6,326
-4% -$935K 0.81% 21
2025
Q3 		$23.5M Sell
161,337
-8,044
-5% -$1.13M 0.83% 22
2025
Q2 		$22.9M Sell
169,381
-2,160
-1% -$270K 0.85% 22
2025
Q1 		$20.9M Buy
171,541
+2,873
+2% +$370K 0.86% 19
2024
Q4 		$21.7M Buy
168,668
+8,993
+6% +$1.17M 0.92% 20
2024
Q3 		$20.1M Buy
159,675
+1,610
+1% +$195K 0.85% 20
2024
Q2 		$18.9M Buy
158,065
+707
+0.4% +$81.2K 0.86% 19
2024
Q1 		$18.1M Sell
157,358
-7,881
-5% -$863K 0.86% 19
2023
Q4 		$17.3M Buy
165,239
+2,513
+2% +$246K 0.83% 18
2023
Q3 		$15.3M Sell
162,726
-5,563
-3% -$545K 0.84% 17
2023
Q2 		$16.4M Buy
168,289
+61,375
+57% +$5.67M 0.81% 18
2023
Q1 		$9.67M Buy
106,914
+10
+0% +$884 0.52% 29
2022
Q4 		$9.06M Sell
106,904
-1,059
-1% -$90.3K 0.51% 33
2022
Q3 		$8.57M Buy
107,963
+14,097
+15% +$1.25M 0.54% 26
2022
Q2 		$7.88M Buy
93,866
+1,022
+1% +$93.4K 0.45% 37
2022
Q1 		$9.41M Buy
92,844
+30,101
+48% +$3.01M 0.52% 27
2021
Q4 		$6.77M Buy
62,743
+12,451
+25% +$1.31M 0.38% 49
2021
Q3 		$4.95M Sell
50,292
-180
-0.4% -$18.2K 0.3% 51
2021
Q2 		$4.97M Buy
50,472
+7,567
+18% +$724K 0.3% 49
2021
Q1 		$3.9M Buy
42,905
+4,775
+13% +$424K 0.25% 57
2020
Q4 		$3.28M Buy
38,130
+11,035
+41% +$896K 0.22% 62
2020
Q3 		$2.06M Buy
+27,095
New +$2.04M 0.16% 63

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

Sand Hill Global Advisors's ESGU Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.5% in Q2 2026, selling an estimated $379K and leaving 154,912 shares worth $25.4M. The position accounts for 0.76% of the portfolio, ranked #23.

Sand Hill Global Advisors first reported a position in ESGU in Q3 2020 and has held it in 24 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Sand Hill Global Advisors held 154,912 shares of iShares ESG Aware MSCI USA ETF worth $25.4M as of Q2 2026.
  • Sand Hill Global Advisors sold 2,397 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $379K.
  • iShares ESG Aware MSCI USA ETF made up 0.76% of Sand Hill Global Advisors's portfolio in Q2 2026, its #23 holding.
  • Sand Hill Global Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 24 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.