Sherman Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sherman Asset Management’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	$473K	Sell	2,893 -57	-2%	-$9.01K	0.37%	36
2026 Q1	$417K	Sell	2,950 -801	-21%	-$119K	0.38%	36
2025 Q4	$559K	Buy	3,751 +39	+1%	+$5.77K	0.47%	40
2025 Q3	$540K	Buy	3,712 +175	+5%	+$24.5K	0.47%	35
2025 Q2	$479K	Buy	3,537 +35	+1%	+$4.37K	0.42%	35
2025 Q1	$427K	Buy	3,502 +36	+1%	+$4.64K	0.41%	37
2024 Q4	$446K	Buy	+3,466	New	+$449K	0.41%	37

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sherman Asset Management's ESGU Position: Q2 2026 in Review

Sherman Asset Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.9% in Q2 2026, selling an estimated $9.01K and leaving 2,893 shares worth $473K. The position accounts for 0.37% of the portfolio, ranked #36.

Sherman Asset Management first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. The position peaked at $559K in Q4 2025. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Sherman Asset Management held 2,893 shares of iShares ESG Aware MSCI USA ETF worth $473K as of Q2 2026.
Sherman Asset Management sold 57 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $9.01K.
iShares ESG Aware MSCI USA ETF made up 0.37% of Sherman Asset Management's portfolio in Q2 2026, its #36 holding.
Sherman Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
Sherman Asset Management's iShares ESG Aware MSCI USA ETF position peaked at $559K in Q4 2025.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.