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VestGen Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

VestGen 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 		$735K Buy
4,491
+168
+4% +$26.6K 0.02% 543
2026
Q1 		$695K Buy
4,323
+386
+10% +$57.1K 0.02% 562
2025
Q4 		$587K Sell
3,937
-7,254
-65% -$1.07M 0.03% 447
2025
Q3 		$1.63M Buy
11,191
+3
+0% +$420 0.05% 281
2025
Q2 		$1.54M Sell
11,188
-659
-6% -$82.3K 0.06% 257
2025
Q1 		$1.44M Buy
+11,847
New +$1.53M 0.07% 253

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

VestGen Advisors's ESGU Position: Q2 2026 in Review

VestGen Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.9% in Q2 2026, buying an estimated $26.6K and bringing the position to 4,491 shares worth $735K. The position accounts for 0.02% of the portfolio, ranked #543.

VestGen Advisors first reported a position in ESGU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.63M in Q3 2025. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • VestGen Advisors held 4,491 shares of iShares ESG Aware MSCI USA ETF worth $735K as of Q2 2026.
  • VestGen Advisors bought 168 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $26.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #543 holding.
  • VestGen Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.63M in Q3 2025.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.