Stratos Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Stratos Investment Management’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	$255K	Buy	1,558 +1	+0.1%	+$158	0.01%	346
2026 Q1	$220K	Buy	1,557 +1	+0.1%	+$148	0.01%	351
2025 Q4	$232K	Hold	1,556	–	–	0.01%	325
2025 Q3	$227K	Buy	1,556 +1	+0.1%	+$140	0.01%	327
2025 Q2	$210K	Buy	+1,555	New	+$194K	0.01%	342
2025 Q1	–	Sell	-1,573	Closed	-$203K	–	322
2024 Q4	$203K	Buy	+1,573	New	+$204K	0.01%	265
2022 Q2	–	Sell	-2,376	Closed	-$241K	–	155
2022 Q1	$241K	Buy	+2,376	New	+$238K	0.04%	151
2021 Q4	–	Sell	-21,734	Closed	-$2.14M	–	201
2021 Q3	$2.14M	Buy	+21,734	New	+$2.2M	0.37%	69

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

Stratos Investment Management's ESGU Position: Q2 2026 in Review

Stratos Investment Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.06% in Q2 2026, buying an estimated $158 and bringing the position to 1,558 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #346.

Stratos Investment Management first reported a position in ESGU in Q3 2021 and has held it in 8 quarters since. The position peaked at $2.14M in Q3 2021. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Stratos Investment Management held 1,558 shares of iShares ESG Aware MSCI USA ETF worth $255K as of Q2 2026.
Stratos Investment Management bought 1 iShares ESG Aware MSCI USA ETF share in Q2 2026, an estimated $158.
iShares ESG Aware MSCI USA ETF made up 0.01% of Stratos Investment Management's portfolio in Q2 2026, its #346 holding.
Stratos Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 8 quarters since.
Stratos Investment Management's iShares ESG Aware MSCI USA ETF position peaked at $2.14M in Q3 2021.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.