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Transcend Capital Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Transcend Capital 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 		$1.65M Buy
10,075
+5
+0% +$791 0.11% 172
2026
Q1 		$1.42M Sell
10,070
-231
-2% -$34.2K 0.11% 175
2025
Q4 		$1.53M Sell
10,301
-6,567
-39% -$971K 0.12% 160
2025
Q3 		$2.46M Buy
16,868
+5
+0% +$700 0.17% 126
2025
Q2 		$2.28M Buy
16,863
+4
+0% +$499 0.18% 131
2025
Q1 		$2.06M Sell
16,859
-4,704
-22% -$606K 0.15% 160
2024
Q4 		$2.78M Sell
21,563
-9,937
-32% -$1.29M 0.2% 122
2024
Q3 		$3.97M Sell
31,500
-687
-2% -$83.4K 0.27% 87
2024
Q2 		$3.84M Sell
32,187
-3,741
-10% -$430K 0.28% 81
2024
Q1 		$4.13M Sell
35,928
-7,017
-16% -$769K 0.33% 74
2023
Q4 		$4.51M Sell
42,945
-4,431
-9% -$434K 0.4% 52
2023
Q3 		$4.45M Sell
47,376
-7,299
-13% -$715K 0.43% 49
2023
Q2 		$5.33M Sell
54,675
-8,283
-13% -$765K 0.51% 41
2023
Q1 		$5.69M Sell
62,958
-27,481
-30% -$2.43M 0.59% 32
2022
Q4 		$7.66M Sell
90,439
-10,291
-10% -$878K 0.83% 24
2022
Q3 		$8M Buy
100,730
+7,555
+8% +$669K 0.89% 20
2022
Q2 		$7.82M Sell
93,175
-2,314
-2% -$211K 0.81% 21
2022
Q1 		$9.68M Buy
95,489
+9,429
+11% +$944K 0.87% 18
2021
Q4 		$9.29M Sell
86,060
-1,470
-2% -$154K 0.82% 20
2021
Q3 		$9.16M Buy
+87,530
New +$8.87M 0.82% 20
2021
Q2 		– Sell
-69,709
Closed -$6.33M – 345
2021
Q1 		$6.33M Buy
+69,709
New +$6.2M 0.76% 19
2020
Q3 		– Sell
-42,411
Closed -$2.97M – 271
2020
Q2 		$2.97M Buy
+42,411
New +$2.79M 0.97% 30

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

Transcend Capital Advisors's ESGU Position: Q2 2026 in Review

Transcend Capital Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.05% in Q2 2026, buying an estimated $791 and bringing the position to 10,075 shares worth $1.65M. The position accounts for 0.11% of the portfolio, ranked #172.

Transcend Capital Advisors first reported a position in ESGU in Q2 2020 and has held it in 22 quarters since. The position peaked at $9.68M in Q1 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Transcend Capital Advisors held 10,075 shares of iShares ESG Aware MSCI USA ETF worth $1.65M as of Q2 2026.
  • Transcend Capital Advisors bought 5 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $791.
  • iShares ESG Aware MSCI USA ETF made up 0.11% of Transcend Capital Advisors's portfolio in Q2 2026, its #172 holding.
  • Transcend Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 22 quarters since.
  • Transcend Capital Advisors's iShares ESG Aware MSCI USA ETF position peaked at $9.68M in Q1 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.