Trust Company’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Trust Company’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 Q3	$31.5K	Hold	189	–	–	﹤0.01%	343
2026 Q2	$30.9K	Hold	189	–	–	﹤0.01%	342
2026 Q1	$26.7K	Hold	189	–	–	﹤0.01%	356
2025 Q4	$28.2K	Hold	189	–	–	﹤0.01%	350
2025 Q3	$27.5K	Hold	189	–	–	﹤0.01%	260
2025 Q2	$25.6K	Sell	189 -6	-3%	-$749	﹤0.01%	262
2025 Q1	$23.7K	Hold	195	–	–	﹤0.01%	275
2024 Q4	$25.1K	Hold	195	–	–	﹤0.01%	268
2024 Q3	$24.6K	Hold	195	–	–	﹤0.01%	250
2024 Q2	$23.2K	Hold	195	–	–	﹤0.01%	241
2024 Q1	$22.4K	Buy	+195	New	+$21.4K	﹤0.01%	241

Other funds holding ESGU

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Trust Company's ESGU Position: Q3 2026 in Review

Trust Company held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 189 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Trust Company first reported a position in ESGU in Q1 2024 and has held it in 11 quarters since. 40 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Trust Company held 189 shares of iShares ESG Aware MSCI USA ETF worth $31.5K as of Q3 2026.
Trust Company left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #343 holding.
Trust Company first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 11 quarters since.
40 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.