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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Two West Capital Advisors's ESGU Position: Q1 2026 in Review

Two West Capital Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 30% in Q1 2026, selling an estimated $321K and leaving 5,092 shares worth $789K. The position accounts for 0.42% of the portfolio, ranked #48.

Two West Capital Advisors first reported a position in ESGU in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q3 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Two West Capital Advisors held 5,092 shares of iShares ESG Aware MSCI USA ETF worth $789K as of Q1 2026.
Two West Capital Advisors sold 2,167 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $321K.
iShares ESG Aware MSCI USA ETF made up 0.42% of Two West Capital Advisors's portfolio in Q1 2026, its #48 holding.
Two West Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 8 quarters since.
Two West Capital Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.12M in Q3 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Two West Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.