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

True Link 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 		– Sell
-1,399
Closed -$198K – 200
2026
Q1 		$198K Buy
+1,399
New +$207K 0.01% 96
2024
Q2 		– Sell
-13,508
Closed -$1.55M – 67
2024
Q1 		$1.55M Sell
13,508
-7,443
-36% -$815K 0.15% 21
2023
Q4 		$2.2M Sell
20,951
-14,682
-41% -$1.44M 0.24% 16
2023
Q3 		$3.35M Sell
35,633
-4,948
-12% -$485K 0.4% 18
2023
Q2 		$3.96M Sell
40,581
-345,766
-89% -$31.9M 0.48% 17
2023
Q1 		$34.9M Sell
386,347
-105,074
-21% -$9.29M 4.38% 4
2022
Q4 		$41.6M Sell
491,421
-14,871
-3% -$1.27M 5.65% 3
2022
Q3 		$40.2M Sell
506,292
-4,119
-0.8% -$365K 5.83% 3
2022
Q2 		$42.8M Sell
510,411
-3,356
-0.7% -$307K 6.47% 3
2022
Q1 		$52.1M Buy
513,767
+101,293
+25% +$10.1M 7.53% 4
2021
Q4 		$44.5M Buy
412,474
+559
+0.1% +$58.7K 5.94% 5
2021
Q3 		$40.6M Buy
411,915
+10,155
+3% +$1.03M 5.56% 5
2021
Q2 		$39.6M Sell
401,760
-24,337
-6% -$2.33M 5.8% 5
2021
Q1 		$38.7M Buy
426,097
+48,742
+13% +$4.33M 5.61% 5
2020
Q4 		$32.5M Buy
+377,355
New +$30.6M 5.09% 5

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

True Link Financial Advisors's ESGU Position: Q2 2026 in Review

True Link Financial Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 1,399 shares — an estimated $198K sold.

True Link Financial Advisors first reported a position in ESGU in Q4 2020 and held it in 15 quarters. The position peaked at $52.1M in Q1 2022. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • True Link Financial Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 1,399 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $198K.
  • True Link Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 15 quarters.
  • True Link Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $52.1M in Q1 2022.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.