Simplicity Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Simplicity Wealth’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	$1.77M	Sell	10,833 -1,368	-11%	-$216K	0.06%	306
2026 Q1	$1.73M	Sell	12,201 -882	-7%	-$130K	0.1%	205
2025 Q4	$1.95M	Buy	+13,083	New	+$1.93M	0.12%	180
2025 Q2	–	Sell	-2,283	Closed	-$278K	–	618
2025 Q1	$278K	Buy	+2,283	New	+$294K	0.02%	438
2024 Q4	–	Sell	-3,214	Closed	-$406K	–	398
2024 Q3	$406K	Sell	3,214 -310	-9%	-$37.6K	0.04%	335
2024 Q2	$420K	Sell	3,524 -1,094	-24%	-$126K	0.01%	824
2024 Q1	$531K	Sell	4,618 -11,759	-72%	-$1.29M	0.01%	711
2023 Q4	$1.72M	Buy	16,377 +3,738	+30%	+$366K	0.67%	29
2023 Q3	$1.19M	Sell	12,639 -2,725	-18%	-$267K	0.69%	27
2023 Q2	$1.5M	Sell	15,364 -1,248	-8%	-$115K	0.93%	24
2023 Q1	$1.5M	Sell	16,612 -11,616	-41%	-$1.03M	1%	23
2022 Q4	$2.39M	Buy	+28,228	New	+$2.41M	2.11%	15

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

Simplicity Wealth's ESGU Position: Q2 2026 in Review

Simplicity Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 11% in Q2 2026, selling an estimated $216K and leaving 10,833 shares worth $1.77M. The position accounts for 0.06% of the portfolio, ranked #306.

Simplicity Wealth first reported a position in ESGU in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.39M in Q4 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Simplicity Wealth held 10,833 shares of iShares ESG Aware MSCI USA ETF worth $1.77M as of Q2 2026.
Simplicity Wealth sold 1,368 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $216K.
iShares ESG Aware MSCI USA ETF made up 0.06% of Simplicity Wealth's portfolio in Q2 2026, its #306 holding.
Simplicity Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 12 quarters since.
Simplicity Wealth's iShares ESG Aware MSCI USA ETF position peaked at $2.39M in Q4 2022.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.