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Steward Partners Investment Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Steward Partners Investment Advisory’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 		$4.84M Buy
29,580
+597
+2% +$94.4K 0.02% 566
2026
Q1 		$4.1M Buy
28,983
+358
+1% +$53K 0.02% 578
2025
Q4 		$4.26M Sell
28,625
-1,114
-4% -$165K 0.02% 514
2025
Q3 		$4.33M Buy
29,739
+4,866
+20% +$681K 0.02% 505
2025
Q2 		$3.37M Sell
24,873
-225
-0.9% -$28.1K 0.03% 543
2025
Q1 		$3.06M Buy
25,098
+3,306
+15% +$426K 0.03% 526
2024
Q4 		$2.81M Buy
21,792
+3,258
+18% +$422K 0.02% 531
2024
Q3 		$2.34M Buy
18,534
+312
+2% +$37.9K 0.02% 579
2024
Q2 		$2.17M Buy
18,222
+370
+2% +$42.5K 0.02% 560
2024
Q1 		$2.05M Sell
17,852
-10,463
-37% -$1.15M 0.02% 584
2023
Q4 		$2.97M Buy
28,315
+4,342
+18% +$425K 0.04% 402
2023
Q3 		$2.25M Buy
23,973
+979
+4% +$95.9K 0.03% 446
2023
Q2 		$2.24M Sell
22,994
-31,259
-58% -$2.89M 0.03% 447
2023
Q1 		$4.91M Sell
54,253
-142,926
-72% -$12.6M 0.08% 258
2022
Q4 		$16.7M Sell
197,179
-12,044
-6% -$1.03M 0.28% 83
2022
Q3 		$16.6M Sell
209,223
-1,771
-0.8% -$157K 0.31% 69
2022
Q2 		$17.7M Buy
210,994
+7,766
+4% +$709K 0.32% 71
2022
Q1 		$20.6M Buy
203,228
+18,145
+10% +$1.82M 0.32% 71
2021
Q4 		$20M Buy
185,083
+11,437
+7% +$1.2M 0.3% 72
2021
Q3 		$17.1M Buy
173,646
+24,841
+17% +$2.52M 0.29% 77
2021
Q2 		$14.7M Buy
148,805
+978
+0.7% +$93.5K 0.25% 91
2021
Q1 		$13.4M Sell
147,827
-14,973
-9% -$1.33M 0.24% 99
2020
Q4 		$14M Buy
162,800
+52,467
+48% +$4.26M 0.3% 79
2020
Q3 		$8.41M Buy
110,333
+5,523
+5% +$416K 0.21% 120
2020
Q2 		$7.34M Buy
104,810
+48,751
+87% +$3.21M 0.21% 123
2020
Q1 		$3.22M Buy
56,059
+53,439
+2,040% +$3.64M 0.12% 188
2019
Q4 		$186K Buy
2,620
+1,289
+97% +$87.7K 0.01% 905
2019
Q3 		$87K Hold
1,331
– – ﹤0.01% 1142
2019
Q2 		$85K Buy
+1,331
New +$84.4K ﹤0.01% 1117
2018
Q4 		– Sell
-229
Closed -$15K – 1167
2018
Q3 		$15K Hold
229
– – ﹤0.01% 1684
2018
Q2 		$14K Buy
+229
New +$13.6K ﹤0.01% 1606

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

Steward Partners Investment Advisory's ESGU Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.1% in Q2 2026, buying an estimated $94.4K and bringing the position to 29,580 shares worth $4.84M. The position accounts for 0.02% of the portfolio, ranked #566.

Steward Partners Investment Advisory first reported a position in ESGU in Q2 2018 and has held it in 31 quarters since. The position peaked at $20.6M in Q1 2022. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Steward Partners Investment Advisory held 29,580 shares of iShares ESG Aware MSCI USA ETF worth $4.84M as of Q2 2026.
  • Steward Partners Investment Advisory bought 597 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $94.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #566 holding.
  • Steward Partners Investment Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's iShares ESG Aware MSCI USA ETF position peaked at $20.6M in Q1 2022.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.