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

Scarborough 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 		$259K Sell
1,596
-1,728
-52% -$273K 0.03% 125
2026
Q1 		$470K Buy
3,324
+1,613
+94% +$239K 0.05% 106
2025
Q4 		$255K Buy
1,711
+13
+0.8% +$1.92K 0.04% 81
2025
Q3 		$247K Buy
1,698
+50
+3% +$7K 0.04% 80
2025
Q2 		$223K Buy
+1,648
New +$206K 0.04% 80
2025
Q1 		– Sell
-1,580
Closed -$204K – 119
2024
Q4 		$204K Sell
1,580
-55
-3% -$7.13K 0.03% 109
2024
Q3 		$206K Buy
1,635
+50
+3% +$6.07K 0.03% 84
2024
Q2 		$189K Buy
1,585
+35
+2% +$4.02K 0.08% 53
2024
Q1 		$178K Sell
1,550
-32
-2% -$3.51K 0.08% 49
2023
Q4 		$166K Buy
+1,582
New +$155K 0.03% 82
2023
Q1 		– Sell
-166,342
Closed -$14.1M – 72
2022
Q4 		$14.1M Sell
166,342
-74,175
-31% -$6.33M 3.78% 9
2022
Q3 		$19.1M Buy
240,517
+2,673
+1% +$237K 5.95% 3
2022
Q2 		$20M Buy
237,844
+139,529
+142% +$12.7M 6.8% 4
2022
Q1 		$9.96M Buy
98,315
+5,086
+5% +$509K 3.18% 10
2021
Q4 		$10.1M Buy
+93,229
New +$9.78M 3.46% 8

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

Scarborough Advisors's ESGU Position: Q2 2026 in Review

Scarborough Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 52% in Q2 2026, selling an estimated $273K and leaving 1,596 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #125.

Scarborough Advisors first reported a position in ESGU in Q4 2021 and has held it in 15 quarters since. The position peaked at $20M in Q2 2022. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Scarborough Advisors held 1,596 shares of iShares ESG Aware MSCI USA ETF worth $259K as of Q2 2026.
  • Scarborough Advisors sold 1,728 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $273K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Scarborough Advisors's portfolio in Q2 2026, its #125 holding.
  • Scarborough Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 15 quarters since.
  • Scarborough Advisors's iShares ESG Aware MSCI USA ETF position peaked at $20M in Q2 2022.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.