Vestmark Advisory Solutions’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Vestmark Advisory Solutions’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	$274K	Buy	1,672 +123	+8%	+$19.4K	﹤0.01%	1291
2026 Q1	$219K	Buy	+1,549	New	+$229K	﹤0.01%	1264
2023 Q3	–	Sell	-12,653	Closed	-$1.23M	–	556
2023 Q2	$1.23M	Buy	12,653 +1,301	+11%	+$120K	0.05%	405
2023 Q1	$1.03M	Sell	11,352 -15,544	-58%	-$1.37M	0.04%	431
2022 Q4	$2.28M	Sell	26,896 -7,290	-21%	-$622K	0.11%	256
2022 Q3	$2.71M	Buy	34,186 +1,951	+6%	+$173K	0.15%	191
2022 Q2	$2.71M	Buy	32,235 +6,470	+25%	+$591K	0.15%	176
2022 Q1	$2.61M	Buy	25,765 +5,868	+29%	+$588K	0.15%	171
2021 Q4	$2.15M	Buy	19,897 +2,828	+17%	+$297K	0.12%	219
2021 Q3	$1.68M	Buy	17,069 +5,727	+50%	+$580K	0.11%	234
2021 Q2	$1.12M	Buy	11,342 +3,926	+53%	+$376K	0.08%	301
2021 Q1	$674K	Buy	7,416 +5,073	+217%	+$451K	0.06%	368
2020 Q4	$202K	Buy	+2,343	New	+$190K	0.02%	582

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

Vestmark Advisory Solutions's ESGU Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 7.9% in Q2 2026, buying an estimated $19.4K and bringing the position to 1,672 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Vestmark Advisory Solutions first reported a position in ESGU in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.71M in Q3 2022. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Vestmark Advisory Solutions held 1,672 shares of iShares ESG Aware MSCI USA ETF worth $274K as of Q2 2026.
Vestmark Advisory Solutions bought 123 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $19.4K.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1291 holding.
Vestmark Advisory Solutions first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 13 quarters since.
Vestmark Advisory Solutions's iShares ESG Aware MSCI USA ETF position peaked at $2.71M in Q3 2022.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.