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

W Advisors LLC’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 		$1.3M Sell
7,957
-85
-1% -$13.4K 0.59% 40
2026
Q1 		$1.14M Sell
8,042
-546
-6% -$80.8K 0.58% 41
2025
Q4 		$1.28M Hold
8,588
– – 0.64% 38
2025
Q3 		$1.25M Sell
8,588
-218
-2% -$30.5K 0.66% 37
2025
Q2 		$1.19M Sell
8,806
-478
-5% -$59.7K 0.68% 38
2025
Q1 		$1.13M Sell
9,284
-708
-7% -$91.2K 0.71% 34
2024
Q4 		$1.29M Sell
9,992
-743
-7% -$96.3K 0.8% 29
2024
Q3 		$1.35M Sell
10,735
-545
-5% -$66.2K 0.83% 30
2024
Q2 		$1.35M Sell
11,280
-835
-7% -$95.9K 0.88% 29
2024
Q1 		$1.39M Sell
12,115
-4,144
-25% -$454K 0.96% 26
2023
Q4 		$1.71M Sell
16,259
-245
-1% -$24K 1.26% 18
2023
Q3 		$1.55M Sell
16,504
-1,242
-7% -$122K 1.27% 18
2023
Q2 		$1.73M Sell
17,746
-369
-2% -$34.1K 1.36% 18
2023
Q1 		$1.64M Sell
18,115
-13,130
-42% -$1.16M 1.35% 19
2022
Q4 		$2.65M Sell
31,245
-8,748
-22% -$746K 2.21% 12
2022
Q3 		$3.18M Sell
39,993
-55,086
-58% -$4.88M 2.96% 9
2022
Q2 		$7.98M Buy
95,079
+24,153
+34% +$2.21M 6.9% 1
2022
Q1 		$7.19M Sell
70,926
-8,582
-11% -$860K 5.44% 2
2021
Q4 		$8.58M Buy
+79,508
New +$8.34M 6.4% 2

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

W Advisors LLC's ESGU Position: Q2 2026 in Review

W Advisors LLC reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.1% in Q2 2026, selling an estimated $13.4K and leaving 7,957 shares worth $1.3M. The position accounts for 0.59% of the portfolio, ranked #40.

W Advisors LLC first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.58M in Q4 2021. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • W Advisors LLC held 7,957 shares of iShares ESG Aware MSCI USA ETF worth $1.3M as of Q2 2026.
  • W Advisors LLC sold 85 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $13.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.59% of W Advisors LLC's portfolio in Q2 2026, its #40 holding.
  • W Advisors LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • W Advisors LLC's iShares ESG Aware MSCI USA ETF position peaked at $8.58M in Q4 2021.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.