Seven Post Investment Office’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Seven Post Investment Office’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	$414K	Hold	2,532	–	–	0.12%	33
2026 Q1	$358K	Hold	2,532	–	–	0.12%	31
2025 Q4	$377K	Hold	2,532	–	–	0.13%	31
2025 Q3	$369K	Hold	2,532	–	–	0.13%	28
2025 Q2	$343K	Hold	2,532	–	–	0.13%	29
2025 Q1	$309K	Hold	2,532	–	–	0.12%	30
2024 Q4	$326K	Hold	2,532	–	–	0.12%	30
2024 Q3	$319K	Hold	2,532	–	–	0.05%	46
2024 Q2	$302K	Hold	2,532	–	–	0.06%	48
2024 Q1	$291K	Hold	2,532	–	–	0.07%	48
2023 Q4	$266K	Hold	2,532	–	–	0.07%	50
2023 Q3	$238K	Hold	2,532	–	–	0.07%	50
2023 Q2	$247K	Hold	2,532	–	–	0.08%	50
2023 Q1	$229K	Hold	2,532	–	–	0.08%	48
2022 Q4	$215K	Hold	2,532	–	–	0.08%	50
2022 Q3	$201K	Hold	2,532	–	–	0.08%	43
2022 Q2	$212K	Hold	2,532	–	–	0.08%	44
2022 Q1	$257K	Buy	+2,532	New	+$254K	0.08%	43

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Seven Post Investment Office's ESGU Position: Q2 2026 in Review

Seven Post Investment Office held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,532 shares worth $414K. The position accounts for 0.12% of the portfolio, ranked #33.

Seven Post Investment Office first reported a position in ESGU in Q1 2022 and has held it in 18 quarters since. 425 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Seven Post Investment Office held 2,532 shares of iShares ESG Aware MSCI USA ETF worth $414K as of Q2 2026.
Seven Post Investment Office left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.12% of Seven Post Investment Office's portfolio in Q2 2026, its #33 holding.
Seven Post Investment Office first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and has held it in 18 quarters since.
425 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.