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Sharkey, Howes & Javer’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sharkey, Howes & Javer’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 		$16.2M Sell
99,194
-2,549
-3% -$403K 1.96% 15
2026
Q1 		$14.4M Sell
101,743
-5,843
-5% -$864K 1.94% 17
2025
Q4 		$16M Sell
107,586
-6,807
-6% -$1.01M 2.04% 16
2025
Q3 		$16.7M Buy
114,393
+3,096
+3% +$434K 2.14% 15
2025
Q2 		$15.1M Sell
111,297
-13,303
-11% -$1.66M 2.02% 15
2025
Q1 		$15.2M Sell
124,600
-44,009
-26% -$5.67M 2.17% 10
2024
Q4 		$21.7M Sell
168,609
-5,787
-3% -$750K 3.05% 8
2024
Q3 		$22M Sell
174,396
-4,388
-2% -$533K 3.13% 7
2024
Q2 		$21.3M Sell
178,784
-26,958
-13% -$3.1M 3.45% 7
2024
Q1 		$23.7M Sell
205,742
-18,778
-8% -$2.06M 3.87% 4
2023
Q4 		$23.6M Sell
224,520
-9,345
-4% -$915K 4.16% 4
2023
Q3 		$22M Sell
233,865
-80,459
-26% -$7.88M 4.21% 5
2023
Q2 		$30.6M Sell
314,324
-52,313
-14% -$4.83M 5.8% 5
2023
Q1 		$33.2M Sell
366,637
-247,499
-40% -$21.9M 7.11% 3
2022
Q4 		$52M Sell
614,136
-200,307
-25% -$17.1M 11.95% 2
2022
Q3 		$64.7M Buy
814,443
+803
+0.1% +$71.1K 14.1% 1
2022
Q2 		$68.3M Sell
813,640
-30,051
-4% -$2.75M 16.53% 1
2022
Q1 		$85.5M Buy
843,691
+52,984
+7% +$5.31M 19.57% 1
2021
Q4 		$85.3M Buy
790,707
+86,420
+12% +$9.07M 19.27% 1
2021
Q3 		$69.3M Buy
704,287
+81,606
+13% +$8.27M 17.93% 1
2021
Q2 		$61.3M Sell
622,681
-432
-0.1% -$41.3K 16.27% 1
2021
Q1 		$56.6M Sell
623,113
-23,487
-4% -$2.09M 17.7% 1
2020
Q4 		$55.6M Buy
646,600
+155,287
+32% +$12.6M 18.57% 1
2020
Q3 		$37.4M Buy
491,313
+52,725
+12% +$3.97M 14.23% 1
2020
Q2 		$30.7M Buy
438,588
+347,149
+380% +$22.9M 13.55% 1
2020
Q1 		$5.26M Buy
+91,439
New +$6.22M 2.74% 11

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

Sharkey, Howes & Javer's ESGU Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.5% in Q2 2026, selling an estimated $403K and leaving 99,194 shares worth $16.2M. The position accounts for 1.96% of the portfolio, ranked #15.

Sharkey, Howes & Javer first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $85.5M in Q1 2022. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Sharkey, Howes & Javer held 99,194 shares of iShares ESG Aware MSCI USA ETF worth $16.2M as of Q2 2026.
  • Sharkey, Howes & Javer sold 2,549 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $403K.
  • iShares ESG Aware MSCI USA ETF made up 1.96% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #15 holding.
  • Sharkey, Howes & Javer first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • Sharkey, Howes & Javer's iShares ESG Aware MSCI USA ETF position peaked at $85.5M in Q1 2022.
  • 862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.