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Symmetry Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Symmetry Partners’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 		$1.55M Buy
9,477
+368
+4% +$58.2K 0.08% 67
2026
Q1 		$1.29M Sell
9,109
-80
-0.9% -$11.8K 0.07% 67
2025
Q4 		$1.37M Buy
9,189
+1,162
+14% +$172K 0.08% 63
2025
Q3 		$1.17M Sell
8,027
-1,510
-16% -$211K 0.13% 61
2025
Q2 		$1.29M Sell
9,537
-2,020
-17% -$252K 0.16% 58
2025
Q1 		$1.41M Sell
11,557
-54
-0.5% -$6.95K 0.2% 52
2024
Q4 		$1.5M Buy
11,611
+2,476
+27% +$321K 0.21% 52
2024
Q3 		$1.15M Buy
9,135
+69
+0.8% +$8.38K 0.27% 45
2024
Q2 		$1.08M Buy
9,066
+4,129
+84% +$474K 0.06% 149
2024
Q1 		$568K Buy
4,937
+7
+0.1% +$767 0.04% 275
2023
Q4 		$517K Sell
4,930
-2,379
-33% -$233K 0.03% 275
2023
Q3 		$686K Buy
7,309
+55
+0.8% +$5.39K 0.04% 240
2023
Q2 		$707K Buy
7,254
+267
+4% +$24.7K 0.04% 254
2023
Q1 		$622K Hold
6,987
– – 0.03% 274
2022
Q4 		$592K Sell
6,987
-1,090
-13% -$93K 0.04% 285
2022
Q3 		$641K Buy
8,077
+1,557
+24% +$138K 0.04% 247
2022
Q2 		$547K Sell
6,520
-141
-2% -$12.9K 0.04% 293
2022
Q1 		$675K Buy
6,661
+219
+3% +$21.9K 0.04% 291
2021
Q4 		$695K Buy
6,442
+4,019
+166% +$422K 0.04% 304
2021
Q3 		$239K Buy
2,423
+91
+4% +$9.22K 0.02% 603
2021
Q2 		$230K Buy
+2,332
New +$223K 0.02% 622

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

Symmetry Partners's ESGU Position: Q2 2026 in Review

Symmetry Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4% in Q2 2026, buying an estimated $58.2K and bringing the position to 9,477 shares worth $1.55M. The position accounts for 0.08% of the portfolio, ranked #67.

Symmetry Partners first reported a position in ESGU in Q2 2021 and has held it in 21 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Symmetry Partners held 9,477 shares of iShares ESG Aware MSCI USA ETF worth $1.55M as of Q2 2026.
  • Symmetry Partners bought 368 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $58.2K.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of Symmetry Partners's portfolio in Q2 2026, its #67 holding.
  • Symmetry Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and has held it in 21 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.