Tanglewood Legacy Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Tanglewood Legacy Advisors’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	$164K	Hold	1,000	–	–	0.05%	105
2026 Q1	$141K	Hold	1,000	–	–	0.05%	112
2025 Q4	$149K	Hold	1,000	–	–	0.06%	105
2025 Q3	$146K	Hold	1,000	–	–	0.06%	105
2025 Q2	$135K	Hold	1,000	–	–	0.06%	109
2025 Q1	$122K	Hold	1,000	–	–	0.05%	114
2024 Q4	$129K	Hold	1,000	–	–	0.06%	109
2024 Q3	$126K	Hold	1,000	–	–	0.06%	105
2024 Q2	$119K	Hold	1,000	–	–	0.06%	109
2024 Q1	$115K	Hold	1,000	–	–	0.06%	113
2023 Q4	$105K	Hold	1,000	–	–	0.06%	113
2023 Q3	$93.9K	Hold	1,000	–	–	0.06%	118
2023 Q2	$97.5K	Hold	1,000	–	–	0.06%	119
2023 Q1	$90.5K	Hold	1,000	–	–	0.06%	114
2022 Q4	$84.8K	Buy	+1,000	New	+$85.3K	0.06%	105

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

Tanglewood Legacy Advisors's ESGU Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 1,000 shares worth $164K. The position accounts for 0.05% of the portfolio, ranked #105.

Tanglewood Legacy Advisors first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Tanglewood Legacy Advisors held 1,000 shares of iShares ESG Aware MSCI USA ETF worth $164K as of Q2 2026.
Tanglewood Legacy Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.05% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #105 holding.
Tanglewood Legacy Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.