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StoneX Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

StoneX Group’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 		$752K Buy
+4,709
New +$745K 0.03% 432
2026
Q1 		– Sell
-7,012
Closed -$1.04M – 1009
2025
Q4 		$1.04M Buy
7,012
+3,191
+84% +$472K 0.05% 334
2025
Q3 		$556K Sell
3,821
-4,636
-55% -$649K 0.02% 502
2025
Q2 		$1.14M Buy
8,457
+1,670
+25% +$208K 0.06% 291
2025
Q1 		$827K Sell
6,787
-224
-3% -$28.8K 0.05% 337
2024
Q4 		$903K Sell
7,011
-2,882
-29% -$373K 0.05% 310
2024
Q3 		$1.25M Sell
9,893
-14
-0.1% -$1.7K 0.09% 186
2024
Q2 		$1.18M Sell
9,907
-2,082
-17% -$239K 0.09% 180
2024
Q1 		$1.38M Sell
11,989
-490
-4% -$53.7K 0.12% 153
2023
Q4 		$1.31M Sell
12,479
-1,894
-13% -$185K 0.13% 150
2023
Q3 		$1.36M Sell
14,373
-708
-5% -$69.3K 0.15% 128
2023
Q2 		$1.47M Sell
15,081
-3,133
-17% -$289K 0.15% 123
2023
Q1 		$1.65M Sell
18,214
-2,053
-10% -$182K 0.18% 102
2022
Q4 		$1.72M Sell
20,267
-5,251
-21% -$448K 0.2% 94
2022
Q3 		$2.03M Buy
25,518
+38
+0.1% +$3.37K 0.28% 73
2022
Q2 		$2.14M Sell
25,480
-1,878
-7% -$172K 0.26% 78
2022
Q1 		$2.77M Sell
27,358
-1,928
-7% -$193K 0.22% 92
2021
Q4 		$3.16M Buy
29,286
+2,962
+11% +$311K 0.36% 59
2021
Q3 		$2.59M Buy
26,324
+1,080
+4% +$109K 0.37% 58
2021
Q2 		$2.49M Buy
25,244
+6,040
+31% +$578K 0.37% 52
2021
Q1 		$1.75M Buy
19,204
+2,465
+15% +$219K 0.31% 52
2020
Q4 		$1.44M Buy
16,739
+6,182
+59% +$502K 0.32% 54
2020
Q3 		$805K Buy
10,557
+1,297
+14% +$97.7K 0.26% 98
2020
Q2 		$648K Buy
9,260
+1,854
+25% +$122K 0.25% 106
2020
Q1 		$426K Buy
+7,406
New +$504K 0.23% 127

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

StoneX Group's ESGU Position: Q2 2026 in Review

StoneX Group opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 4,709 shares worth $752K. The stake represents 0.03% of the portfolio and ranks #432 among its holdings. This is a return to the name: StoneX Group previously reported a position in ESGU as recently as Q4 2025.

StoneX Group first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.16M in Q4 2021. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • StoneX Group held 4,709 shares of iShares ESG Aware MSCI USA ETF worth $752K as of Q2 2026.
  • iShares ESG Aware MSCI USA ETF was a new StoneX Group position in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of StoneX Group's portfolio in Q2 2026, its #432 holding.
  • StoneX Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • StoneX Group's iShares ESG Aware MSCI USA ETF position peaked at $3.16M in Q4 2021.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.