Van Hulzen Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Van Hulzen Asset Management’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	$13.1M	Sell	79,800 -10,044	-11%	-$1.59M	0.93%	30
2026 Q1	$12.7M	Sell	89,844 -59	-0.1%	-$8.73K	0.94%	32
2025 Q4	$13.4M	Buy	89,903 +2,055	+2%	+$304K	0.98%	31
2025 Q3	$12.8M	Buy	87,848 +435	+0.5%	+$60.9K	0.95%	30
2025 Q2	$11.8M	Buy	87,413 +413	+0.5%	+$51.6K	0.99%	31
2025 Q1	$10.6M	Sell	87,000 -2,357	-3%	-$304K	0.97%	33
2024 Q4	$11.5M	Sell	89,357 -2,234	-2%	-$289K	0.84%	31
2024 Q3	$11.6M	Sell	91,591 -12,719	-12%	-$1.54M	0.84%	36
2024 Q2	$12.4M	Sell	104,310 -35,001	-25%	-$4.02M	0.83%	39
2024 Q1	$16M	Sell	139,311 -4,839	-3%	-$530K	1.06%	29
2023 Q4	$15.1M	Sell	144,150 -3,050	-2%	-$299K	1.06%	28
2023 Q3	$13.8M	Sell	147,200 -10,227	-6%	-$1M	1.06%	31
2023 Q2	$15.3M	Sell	157,427 -769	-0.5%	-$71K	1.31%	25
2023 Q1	$14.3M	Buy	158,196 +8,217	+5%	+$727K	1.35%	24
2022 Q4	$12.7M	Sell	149,979 -22,607	-13%	-$1.93M	1.47%	20
2022 Q3	$13.7M	Sell	172,586 -11,642	-6%	-$1.03M	1.69%	15
2022 Q2	$15.5M	Buy	184,228 +40	+0%	+$3.65K	1.85%	13
2022 Q1	$18.7M	Buy	184,188 +36,081	+24%	+$3.61M	1.98%	10
2021 Q4	$16M	Buy	148,107 +2,300	+2%	+$241K	1.75%	12
2021 Q3	$14.4M	Buy	145,807 +12,134	+9%	+$1.23M	2.14%	8
2021 Q2	$13.2M	Buy	133,673 +700	+0.5%	+$67K	1.97%	10
2021 Q1	$12.1M	Buy	132,973 +6,634	+5%	+$590K	1.93%	9
2020 Q4	$10.9M	Buy	126,339 +25,114	+25%	+$2.04M	1.65%	15
2020 Q3	$7.71M	Sell	101,225 -1,604	-2%	-$121K	1.16%	30
2020 Q2	$7.2M	Buy	102,829 +20,207	+24%	+$1.33M	1.08%	30
2020 Q1	$4.75M	Buy	+82,622	New	+$5.62M	1.02%	32

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

Van Hulzen Asset Management's ESGU Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 11% in Q2 2026, selling an estimated $1.59M and leaving 79,800 shares worth $13.1M. The position accounts for 0.93% of the portfolio, ranked #30.

Van Hulzen Asset Management first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $18.7M in Q1 2022. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Van Hulzen Asset Management held 79,800 shares of iShares ESG Aware MSCI USA ETF worth $13.1M as of Q2 2026.
Van Hulzen Asset Management sold 10,044 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.59M.
iShares ESG Aware MSCI USA ETF made up 0.93% of Van Hulzen Asset Management's portfolio in Q2 2026, its #30 holding.
Van Hulzen Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
Van Hulzen Asset Management's iShares ESG Aware MSCI USA ETF position peaked at $18.7M in Q1 2022.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.