Sutton Place Investors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sutton Place Investors’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	$896K	Sell	5,477 -17	-0.3%	-$2.69K	0.43%	55
2026 Q1	$777K	Sell	5,494 -3	-0.1%	-$444	0.43%	62
2025 Q4	$819K	Sell	5,497 -262	-5%	-$38.7K	0.45%	58
2025 Q3	$839K	Sell	5,759 -5	-0.1%	-$700	0.48%	53
2025 Q2	$780K	Sell	5,764 -7	-0.1%	-$874	0.47%	54
2025 Q1	$704K	Sell	5,771 -245	-4%	-$31.6K	0.47%	52
2024 Q4	$775K	Buy	6,016 +3	+0%	+$389	0.45%	59
2024 Q3	$759K	Sell	6,013 -67	-1%	-$8.14K	0.46%	55
2024 Q2	$725K	Buy	6,080 +2	+0%	+$230	0.48%	53
2024 Q1	$699K	Sell	6,078 -1,504	-20%	-$165K	0.35%	85
2023 Q4	$795K	Sell	7,582 -868	-10%	-$85K	0.58%	59
2023 Q3	$794K	Sell	8,450 -3,977	-32%	-$389K	1.03%	31
2023 Q2	$1.21M	Sell	12,427 -134	-1%	-$12.4K	1.68%	17
2023 Q1	$1.14M	Sell	12,561 -12,037	-49%	-$1.06M	1.54%	18
2022 Q4	$2.08M	Sell	24,598 -3,428	-12%	-$292K	2.97%	9
2022 Q3	$2.23M	Sell	28,026 -679	-2%	-$60.1K	3.37%	9
2022 Q2	$2.41M	Sell	28,705 -1,153	-4%	-$105K	3.5%	6
2022 Q1	$2.84M	Buy	29,858 +3,035	+11%	+$304K	3.39%	6
2021 Q4	$2.89M	Buy	+26,823	New	+$2.81M	3.33%	7

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

Sutton Place Investors's ESGU Position: Q2 2026 in Review

Sutton Place Investors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.31% in Q2 2026, selling an estimated $2.69K and leaving 5,477 shares worth $896K. The position accounts for 0.43% of the portfolio, ranked #55.

Sutton Place Investors first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.89M in Q4 2021. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Sutton Place Investors held 5,477 shares of iShares ESG Aware MSCI USA ETF worth $896K as of Q2 2026.
Sutton Place Investors sold 17 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $2.69K.
iShares ESG Aware MSCI USA ETF made up 0.43% of Sutton Place Investors's portfolio in Q2 2026, its #55 holding.
Sutton Place Investors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
Sutton Place Investors's iShares ESG Aware MSCI USA ETF position peaked at $2.89M in Q4 2021.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.