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Traphagen Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Traphagen Investment 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 		$987K Sell
6,033
-62
-1% -$9.8K 0.07% 89
2026
Q1 		$862K Sell
6,095
-83
-1% -$12.3K 0.07% 87
2025
Q4 		$920K Sell
6,178
-9
-0.1% -$1.33K 0.08% 81
2025
Q3 		$901K Sell
6,187
-210
-3% -$29.4K 0.08% 82
2025
Q2 		$865K Sell
6,397
-823
-11% -$103K 0.08% 79
2025
Q1 		$880K Sell
7,220
-216
-3% -$27.8K 0.09% 79
2024
Q4 		$958K Sell
7,436
-15
-0.2% -$1.94K 0.1% 73
2024
Q3 		$940K Sell
7,451
-90
-1% -$10.9K 0.09% 75
2024
Q2 		$900K Buy
7,541
+6
+0.1% +$689 0.1% 73
2024
Q1 		$866K Buy
7,535
+39
+0.5% +$4.27K 0.09% 75
2023
Q4 		$787K Buy
7,496
+18
+0.2% +$1.76K 0.09% 74
2023
Q3 		$702K Hold
7,478
– – 0.09% 71
2023
Q2 		$729K Sell
7,478
-2,640
-26% -$244K 0.09% 67
2023
Q1 		$915K Buy
10,118
+253
+3% +$22.4K 0.13% 55
2022
Q4 		$836K Buy
+9,865
New +$842K 0.13% 56

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

Traphagen Investment Advisors's ESGU Position: Q2 2026 in Review

Traphagen Investment Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1% in Q2 2026, selling an estimated $9.8K and leaving 6,033 shares worth $987K. The position accounts for 0.07% of the portfolio, ranked #89.

Traphagen Investment Advisors first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Traphagen Investment Advisors held 6,033 shares of iShares ESG Aware MSCI USA ETF worth $987K as of Q2 2026.
  • Traphagen Investment Advisors sold 62 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $9.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of Traphagen Investment Advisors's portfolio in Q2 2026, its #89 holding.
  • Traphagen Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.