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Stephens Inc’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Stephens Inc’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 		$1.37M Hold
8,400
– – 0.02% 596
2026
Q1 		$1.19M Sell
8,400
-314
-4% -$46.5K 0.01% 596
2025
Q4 		$1.3M Hold
8,714
– – 0.02% 575
2025
Q3 		$1.27M Hold
8,714
– – 0.02% 584
2025
Q2 		$1.18M Hold
8,714
– – 0.02% 585
2025
Q1 		$1.06M Sell
8,714
-428
-5% -$55.1K 0.02% 602
2024
Q4 		$1.18M Sell
9,142
-21
-0.2% -$2.72K 0.02% 566
2024
Q3 		$1.16M Hold
9,163
– – 0.02% 565
2024
Q2 		$1.09M Sell
9,163
-10
-0.1% -$1.15K 0.02% 568
2024
Q1 		$1.05M Buy
9,173
+10
+0.1% +$1.1K 0.02% 562
2023
Q4 		$961K Hold
9,163
– – 0.02% 542
2023
Q3 		$860K Sell
9,163
-21
-0.2% -$2.06K 0.02% 555
2023
Q2 		$895K Hold
9,184
– – 0.02% 582
2023
Q1 		$831K Sell
9,184
-163
-2% -$14.4K 0.02% 578
2022
Q4 		$792K Hold
9,347
– – 0.02% 557
2022
Q3 		$742K Hold
9,347
– – 0.02% 585
2022
Q2 		$784K Sell
9,347
-102
-1% -$9.32K 0.02% 583
2022
Q1 		$958K Hold
9,449
– – 0.02% 608
2021
Q4 		$1.02M Hold
9,449
– – 0.02% 630
2021
Q3 		$930K Hold
9,449
– – 0.01% 670
2021
Q2 		$930K Buy
9,449
+50
+0.5% +$4.78K 0.01% 689
2021
Q1 		$854K Buy
9,399
+60
+0.6% +$5.33K 0.01% 666
2020
Q4 		$803K Buy
+9,339
New +$758K 0.01% 647

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

Stephens Inc's ESGU Position: Q2 2026 in Review

Stephens Inc held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 8,400 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #596.

Stephens Inc first reported a position in ESGU in Q4 2020 and has held it in 23 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Stephens Inc held 8,400 shares of iShares ESG Aware MSCI USA ETF worth $1.37M as of Q2 2026.
  • Stephens Inc left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Stephens Inc's portfolio in Q2 2026, its #596 holding.
  • Stephens Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.