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

Sequoia Financial 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 		$2.37M Sell
14,464
-1,191
-8% -$188K 0.01% 567
2026
Q1 		$2.21M Buy
15,655
+2,911
+23% +$431K 0.01% 570
2025
Q4 		$1.9M Buy
12,744
+418
+3% +$61.8K 0.01% 592
2025
Q3 		$1.79M Buy
12,326
+329
+3% +$46.1K 0.01% 566
2025
Q2 		$1.62M Buy
11,997
+49
+0.4% +$6.12K 0.01% 525
2025
Q1 		$1.46M Buy
11,948
+365
+3% +$47K 0.01% 511
2024
Q4 		$1.49M Sell
11,583
-644
-5% -$83.4K 0.01% 477
2024
Q3 		$1.54M Sell
12,227
-394
-3% -$47.8K 0.02% 435
2024
Q2 		$1.51M Sell
12,621
-3,298
-21% -$379K 0.02% 393
2024
Q1 		$1.83M Sell
15,919
-1,456
-8% -$160K 0.02% 344
2023
Q4 		$1.82M Buy
17,375
+961
+6% +$94.1K 0.02% 372
2023
Q3 		$1.54M Buy
16,414
+335
+2% +$32.8K 0.03% 266
2023
Q2 		$1.57M Buy
16,079
+1,236
+8% +$114K 0.03% 273
2023
Q1 		$1.34M Buy
14,843
+2,443
+20% +$216K 0.03% 269
2022
Q4 		$1.05M Buy
12,400
+4
+0% +$341 0.03% 279
2022
Q3 		$985K Buy
12,396
+1,530
+14% +$135K 0.03% 216
2022
Q2 		$912K Buy
10,866
+803
+8% +$73.4K 0.03% 243
2022
Q1 		$1.02M Buy
10,063
+643
+7% +$64.4K 0.03% 256
2021
Q4 		$1.02M Buy
+9,420
New +$988K 0.03% 238
2021
Q3 		– Sell
-4,628
Closed -$456K – 319
2021
Q2 		$456K Buy
4,628
+328
+8% +$31.4K 0.02% 293
2021
Q1 		$391K Buy
4,300
+1,462
+52% +$130K 0.02% 292
2020
Q4 		$244K Buy
+2,838
New +$230K 0.01% 358

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

Sequoia Financial Advisors's ESGU Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 7.6% in Q2 2026, selling an estimated $188K and leaving 14,464 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #567.

Sequoia Financial Advisors first reported a position in ESGU in Q4 2020 and has held it in 22 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Sequoia Financial Advisors held 14,464 shares of iShares ESG Aware MSCI USA ETF worth $2.37M as of Q2 2026.
  • Sequoia Financial Advisors sold 1,191 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $188K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #567 holding.
  • Sequoia Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 22 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.