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

Savvy Advisors Inc’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 		$1.26M Sell
7,709
-7,291
-49% -$1.15M 0.03% 450
2026
Q1 		$1.17M Buy
15,000
+11,147
+289% +$1.65M 0.03% 396
2025
Q4 		$574K Sell
3,853
-819
-18% -$121K 0.02% 524
2025
Q3 		$680K Buy
4,672
+1,069
+30% +$150K 0.03% 351
2025
Q2 		$487K Sell
3,603
-1,468
-29% -$183K 0.03% 359
2025
Q1 		$618K Buy
5,071
+1,695
+50% +$218K 0.06% 248
2024
Q4 		$435K Sell
3,376
-3,422
-50% -$443K 0.05% 263
2024
Q3 		$858K Buy
6,798
+136
+2% +$16.5K 0.17% 120
2024
Q2 		$795K Buy
6,662
+884
+15% +$102K 0.26% 92
2024
Q1 		$664K Buy
5,778
+978
+20% +$107K 0.38% 68
2023
Q4 		$504K Buy
+4,800
New +$470K 0.49% 58

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

Savvy Advisors Inc's ESGU Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 49% in Q2 2026, selling an estimated $1.15M and leaving 7,709 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #450.

Savvy Advisors Inc first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Savvy Advisors Inc held 7,709 shares of iShares ESG Aware MSCI USA ETF worth $1.26M as of Q2 2026.
  • Savvy Advisors Inc sold 7,291 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.15M.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #450 holding.
  • Savvy Advisors Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.