TFO
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Tarbox Family Office’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Tarbox Family Office’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 		$621K Sell
3,793
-61
-2% -$9.64K 0.09% 58
2026
Q1 		$545K Hold
3,854
– – 0.09% 62
2025
Q4 		$574K Sell
3,854
-7,424
-66% -$1.1M 0.09% 64
2025
Q3 		$1.64M Hold
11,278
– – 0.24% 33
2025
Q2 		$1.53M Buy
11,278
+2,900
+35% +$362K 0.23% 34
2025
Q1 		$1.02M Sell
8,378
-465
-5% -$59.9K 0.17% 38
2024
Q4 		$1.14M Buy
8,843
+9
+0.1% +$1.17K 0.19% 34
2024
Q3 		$1.11M Buy
8,834
+9
+0.1% +$1.09K 0.18% 36
2024
Q2 		$1.05M Sell
8,825
-45
-0.5% -$5.17K 0.19% 34
2024
Q1 		$1.02M Sell
8,870
-653
-7% -$71.5K 0.18% 35
2023
Q4 		$999K Sell
9,523
-90
-0.9% -$8.81K 0.19% 36
2023
Q3 		$903K Sell
9,613
-4,942
-34% -$484K 0.19% 36
2023
Q2 		$1.42M Sell
14,555
-254
-2% -$23.5K 0.28% 33
2023
Q1 		$1.34M Buy
14,809
+1,026
+7% +$90.7K 0.27% 31
2022
Q4 		$1.17M Buy
13,783
+1,540
+13% +$131K 0.26% 33
2022
Q3 		$1.03M Sell
12,243
-284
-2% -$25.1K 0.24% 31
2022
Q2 		$1.05M Buy
12,527
+274
+2% +$25K 0.24% 34
2022
Q1 		$1.24M Sell
12,253
-850
-6% -$85.1K 0.25% 30
2021
Q4 		$1.41M Sell
13,103
-266
-2% -$27.9K 0.24% 33
2021
Q3 		$1.32M Buy
13,369
+1,390
+12% +$141K 0.24% 37
2021
Q2 		$1.18M Hold
11,979
– – 0.21% 41
2021
Q1 		$1.09M Buy
11,979
+1,784
+17% +$159K 0.21% 37
2020
Q4 		$877K Buy
10,195
+500
+5% +$40.6K 0.18% 41
2020
Q3 		$739K Sell
9,695
-300
-3% -$22.6K 0.18% 42
2020
Q2 		$700K Buy
9,995
+100
+1% +$6.58K 0.18% 44
2020
Q1 		$569K Buy
9,895
+5,100
+106% +$347K 0.18% 44
2019
Q4 		$342K Buy
4,795
+3,200
+201% +$218K 0.09% 80
2019
Q3 		$104K Hold
1,595
– – 0.03% 121
2019
Q2 		$103K Hold
1,595
– – 0.03% 122
2019
Q1 		$99K Hold
1,595
– – 0.04% 117
2018
Q4 		$88K Buy
+1,595
New +$94.3K 0.04% 118

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

Tarbox Family Office's ESGU Position: Q2 2026 in Review

Tarbox Family Office reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.6% in Q2 2026, selling an estimated $9.64K and leaving 3,793 shares worth $621K. The position accounts for 0.09% of the portfolio, ranked #58.

Tarbox Family Office first reported a position in ESGU in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.64M in Q3 2025. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Tarbox Family Office held 3,793 shares of iShares ESG Aware MSCI USA ETF worth $621K as of Q2 2026.
  • Tarbox Family Office sold 61 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $9.64K.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of Tarbox Family Office's portfolio in Q2 2026, its #58 holding.
  • Tarbox Family Office first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2018 and has held it in 31 quarters since.
  • Tarbox Family Office's iShares ESG Aware MSCI USA ETF position peaked at $1.64M in Q3 2025.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Tarbox Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.