Valley National Advisers’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Valley National Advisers’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	$1.14M	Buy	6,936 +511	+8%	+$80.8K	0.13%	132
2026 Q1	$908K	Buy	6,425 +2,696	+72%	+$399K	0.12%	142
2025 Q4	$555K	Buy	+3,729	New	+$551K	0.08%	169
2023 Q1	–	Sell	-22	Closed	-$1K	–	915
2022 Q4	$1K	Buy	+22	New	+$1.88K	﹤0.01%	781

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

Valley National Advisers's ESGU Position: Q2 2026 in Review

Valley National Advisers increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 8% in Q2 2026, buying an estimated $80.8K and bringing the position to 6,936 shares worth $1.14M. The position accounts for 0.13% of the portfolio, ranked #132.

Valley National Advisers first reported a position in ESGU in Q4 2022 and has held it in 4 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Valley National Advisers held 6,936 shares of iShares ESG Aware MSCI USA ETF worth $1.14M as of Q2 2026.
Valley National Advisers bought 511 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $80.8K.
iShares ESG Aware MSCI USA ETF made up 0.13% of Valley National Advisers's portfolio in Q2 2026, its #132 holding.
Valley National Advisers first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 4 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.