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Signature Estate & Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Signature Estate & Investment 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 		$333K Sell
2,033
-719
-26% -$114K 0.01% 525
2026
Q1 		$389K Buy
2,752
+7
+0.3% +$1.04K 0.01% 475
2025
Q4 		$409K Buy
2,745
+422
+18% +$62.4K 0.01% 429
2025
Q3 		$338K Buy
2,323
+6
+0.3% +$840 0.01% 465
2025
Q2 		$313K Buy
2,317
+6
+0.3% +$749 0.01% 452
2025
Q1 		$282K Buy
2,311
+6
+0.3% +$773 0.01% 450
2024
Q4 		$297K Buy
2,305
+7
+0.3% +$907 0.01% 423
2024
Q3 		$290K Buy
2,298
+8
+0.3% +$971 0.01% 411
2024
Q2 		$273K Buy
+2,290
New +$263K 0.01% 409
2022
Q3 		– Sell
-7,081
Closed -$594K – 163
2022
Q2 		$594K Sell
7,081
-442
-6% -$40.4K 0.03% 108
2022
Q1 		$762K Buy
7,523
+122
+2% +$12.2K 0.03% 101
2021
Q4 		$798K Buy
7,401
+488
+7% +$51.2K 0.04% 95
2021
Q3 		$681K Buy
6,913
+38
+0.6% +$3.85K 0.03% 99
2021
Q2 		$677K Sell
6,875
-2,231
-25% -$213K 0.03% 99
2021
Q1 		$827K Buy
9,106
+1,066
+13% +$94.8K 0.04% 101
2020
Q4 		$692K Buy
8,040
+2,272
+39% +$184K 0.04% 100
2020
Q3 		$440K Sell
5,768
-130
-2% -$9.79K 0.03% 110
2020
Q2 		$413K Buy
+5,898
New +$388K 0.03% 104
2020
Q1 		– Sell
-4,657
Closed -$332K – 141
2019
Q4 		$332K Buy
4,657
+113
+2% +$7.69K 0.02% 129
2019
Q3 		$297K Hold
4,544
– – 0.02% 133
2019
Q2 		$294K Buy
4,544
+292
+7% +$18.5K 0.02% 131
2019
Q1 		$265K Buy
4,252
+215
+5% +$12.8K 0.02% 137
2018
Q4 		$222K Buy
4,037
+2,089
+107% +$124K 0.02% 139
2018
Q3 		$125K Buy
+1,948
New +$122K 0.01% 137

Other funds holding ESGU

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
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

Signature Estate & Investment Advisors's ESGU Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 26% in Q2 2026, selling an estimated $114K and leaving 2,033 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #525.

Signature Estate & Investment Advisors first reported a position in ESGU in Q3 2018 and has held it in 24 quarters since. The position peaked at $827K in Q1 2021. 572 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Signature Estate & Investment Advisors held 2,033 shares of iShares ESG Aware MSCI USA ETF worth $333K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 719 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $114K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #525 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2018 and has held it in 24 quarters since.
  • Signature Estate & Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $827K in Q1 2021.
  • 572 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.