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Summit Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Summit Financial’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 		$508K Hold
3,106
– – 0.01% 1084
2026
Q1 		$439K Sell
3,106
-742
-19% -$110K 0.01% 1039
2025
Q4 		$573K Hold
3,848
– – 0.01% 843
2025
Q3 		$560K Buy
+3,848
New +$539K 0.01% 855

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

Summit Financial's ESGU Position: Q2 2026 in Review

Summit Financial held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 3,106 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #1084.

Summit Financial first reported a position in ESGU in Q3 2025 and has held it in 4 quarters since. The position peaked at $573K in Q4 2025. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Summit Financial held 3,106 shares of iShares ESG Aware MSCI USA ETF worth $508K as of Q2 2026.
  • Summit Financial left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1084 holding.
  • Summit Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's iShares ESG Aware MSCI USA ETF position peaked at $573K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.