VA
ESGU icon

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

Valmark 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 		$668K Buy
4,083
+48
+1% +$7.59K 0.01% 443
2026
Q1 		$571K Buy
4,035
+43
+1% +$6.36K 0.01% 442
2025
Q4 		$595K Sell
3,992
-8,113
-67% -$1.2M 0.01% 418
2025
Q3 		$1.76M Buy
12,105
+19
+0.2% +$2.66K 0.02% 250
2025
Q2 		$1.64M Buy
12,086
+91
+0.8% +$11.4K 0.02% 255
2025
Q1 		$1.46M Sell
11,995
-211
-2% -$27.2K 0.02% 259
2024
Q4 		$1.57M Buy
12,206
+237
+2% +$30.7K 0.02% 240
2024
Q3 		$1.51M Sell
11,969
-434
-3% -$52.7K 0.02% 237
2024
Q2 		$1.48M Buy
12,403
+3,797
+44% +$436K 0.03% 226
2024
Q1 		$989K Sell
8,606
-60
-0.7% -$6.57K 0.02% 272
2023
Q4 		$909K Buy
8,666
+481
+6% +$47.1K 0.02% 269
2023
Q3 		$769K Hold
8,185
– – 0.02% 260
2023
Q2 		$798K Hold
8,185
– – 0.02% 262
2023
Q1 		$740K Sell
8,185
-96
-1% -$8.49K 0.02% 258
2022
Q4 		$702K Sell
8,281
-911
-10% -$77.7K 0.02% 263
2022
Q3 		$730K Buy
9,192
+156
+2% +$13.8K 0.01% 225
2022
Q2 		$758K Sell
9,036
-74
-0.8% -$6.76K 0.01% 232
2022
Q1 		$923K Sell
9,110
-191
-2% -$19.1K 0.02% 219
2021
Q4 		$1M Sell
9,301
-332
-3% -$34.8K 0.02% 197
2021
Q3 		$948K Buy
9,633
+1,748
+22% +$177K 0.02% 189
2021
Q2 		$776K Buy
7,885
+1,628
+26% +$156K 0.01% 225
2021
Q1 		$569K Buy
6,257
+134
+2% +$11.9K 0.01% 256
2020
Q4 		$527K Buy
6,123
+605
+11% +$49.1K 0.01% 253
2020
Q3 		$421K Buy
+5,518
New +$416K 0.01% 199

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

Valmark Advisers's ESGU Position: Q2 2026 in Review

Valmark Advisers increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.2% in Q2 2026, buying an estimated $7.59K and bringing the position to 4,083 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #443.

Valmark Advisers first reported a position in ESGU in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.76M in Q3 2025. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Valmark Advisers held 4,083 shares of iShares ESG Aware MSCI USA ETF worth $668K as of Q2 2026.
  • Valmark Advisers bought 48 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $7.59K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #443 holding.
  • Valmark Advisers first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 24 quarters since.
  • Valmark Advisers's iShares ESG Aware MSCI USA ETF position peaked at $1.76M in Q3 2025.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.