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

Two West 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	$900K	Buy	5,532 +440	+9%	+$69.6K	0.45%	43
2026 Q1	$789K	Sell	5,092 -2,167	-30%	-$321K	0.42%	48
2025 Q4	$1.08M	Sell	7,259 -310	-4%	-$45.8K	0.63%	33
2025 Q3	$1.12M	Buy	7,569 +371	+5%	+$52K	0.68%	26
2025 Q2	$1M	Buy	7,198 +756	+12%	+$94.4K	0.66%	28
2025 Q1	$748K	Buy	6,442 +165	+3%	+$21.2K	0.62%	29
2024 Q4	$809K	Sell	6,277 -195	-3%	-$25.3K	0.69%	24
2024 Q3	$817K	Sell	6,472 -317	-5%	-$38.5K	0.66%	24
2024 Q2	$810K	Buy	+6,789	New	+$780K	0.77%	21

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two West Capital Advisors's ESGU Position: Q2 2026 in Review

Two West Capital Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 8.6% in Q2 2026, buying an estimated $69.6K and bringing the position to 5,532 shares worth $900K. The position accounts for 0.45% of the portfolio, ranked #43.

Two West Capital Advisors first reported a position in ESGU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q3 2025. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Two West Capital Advisors held 5,532 shares of iShares ESG Aware MSCI USA ETF worth $900K as of Q2 2026.
Two West Capital Advisors bought 440 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $69.6K.
iShares ESG Aware MSCI USA ETF made up 0.45% of Two West Capital Advisors's portfolio in Q2 2026, its #43 holding.
Two West Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
Two West Capital Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.12M in Q3 2025.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.