Simplex Trading
ESGU icon

Simplex Trading’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Simplex Trading’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 		$9K Buy
+55
New +$8.7K ﹤0.01% 7773
2026
Q1 		– Sell
-2
Closed -$297 – 9363
2025
Q4 		$297 Buy
+2
New +$296 ﹤0.01% 8222

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

Simplex Trading's ESGU Position: Q2 2026 in Review

Simplex Trading opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 55 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #7773 among its holdings. This is a return to the name: Simplex Trading previously reported a position in ESGU as recently as Q4 2025.

Simplex Trading first reported a position in ESGU in Q4 2025 and has held it in 2 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Simplex Trading held 55 shares of iShares ESG Aware MSCI USA ETF worth $9K as of Q2 2026.
  • iShares ESG Aware MSCI USA ETF was a new Simplex Trading position in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7773 holding.
  • Simplex Trading first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 2 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.