TFA
ESGU icon

Transamerica Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Transamerica Financial 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 		$337K Buy
2,058
+875
+74% +$138K 0.03% 346
2026
Q1 		$167K Buy
1,183
+611
+107% +$90.4K 0.01% 421
2025
Q4 		$85.3K Buy
572
+172
+43% +$25.4K 0.01% 479
2025
Q3 		$58.2K Buy
+400
New +$56K ﹤0.01% 464

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

Transamerica Financial Advisors's ESGU Position: Q2 2026 in Review

Transamerica Financial Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 74% in Q2 2026, buying an estimated $138K and bringing the position to 2,058 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #346.

Transamerica Financial Advisors first reported a position in ESGU in Q3 2025 and has held it in 4 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Transamerica Financial Advisors held 2,058 shares of iShares ESG Aware MSCI USA ETF worth $337K as of Q2 2026.
  • Transamerica Financial Advisors bought 875 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $138K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Transamerica Financial Advisors's portfolio in Q2 2026, its #346 holding.
  • Transamerica Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.