SIM
ESGU icon

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

Synergy 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 		$5.73K Sell
35
-35
-50% -$5.53K ﹤0.01% 728
2026
Q1 		$9.9K Buy
+70
New +$10.4K ﹤0.01% 496

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

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

Synergy Investment Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 50% in Q2 2026, selling an estimated $5.53K and leaving 35 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Synergy Investment Management first reported a position in ESGU in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.9K in Q1 2026. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Synergy Investment Management held 35 shares of iShares ESG Aware MSCI USA ETF worth $5.73K as of Q2 2026.
  • Synergy Investment Management sold 35 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $5.53K.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #728 holding.
  • Synergy Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2026 and has held it in 2 quarters since.
  • Synergy Investment Management's iShares ESG Aware MSCI USA ETF position peaked at $9.9K in Q1 2026.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.