Sovran Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sovran 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	$1.24M	Sell	7,652 -1	-0%	-$158	0.09%	231
2026 Q1	$1.2M	Sell	7,653 -325	-4%	-$48.1K	0.09%	218
2025 Q4	$1.2M	Sell	7,978 -214	-3%	-$31.6K	0.1%	203
2025 Q3	$1.22M	Buy	8,192 +58	+0.7%	+$8.12K	0.11%	191
2025 Q2	$1.1M	Sell	8,134 -4,226	-34%	-$528K	0.12%	193
2025 Q1	$1.42M	Buy	12,360 +152	+1%	+$19.6K	0.18%	133
2024 Q4	$1.57M	Buy	+12,208	New	+$1.58M	0.22%	109

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

Sovran Advisors's ESGU Position: Q2 2026 in Review

Sovran Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.01% in Q2 2026, selling an estimated $158 and leaving 7,652 shares worth $1.24M. The position accounts for 0.09% of the portfolio, ranked #231.

Sovran Advisors first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.57M in Q4 2024. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Sovran Advisors held 7,652 shares of iShares ESG Aware MSCI USA ETF worth $1.24M as of Q2 2026.
Sovran Advisors sold 1 iShares ESG Aware MSCI USA ETF share in Q2 2026, an estimated $158.
iShares ESG Aware MSCI USA ETF made up 0.09% of Sovran Advisors's portfolio in Q2 2026, its #231 holding.
Sovran Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.57M in Q4 2024.
868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.