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Waldron Private Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Waldron Private Wealth’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 		$451K Hold
2,755
– – 0.02% 240
2026
Q1 		$390K Buy
2,755
+132
+5% +$19.5K 0.02% 237
2025
Q4 		$391K Hold
2,623
– – 0.02% 233
2025
Q3 		$382K Hold
2,623
– – 0.02% 230
2025
Q2 		$355K Buy
2,623
+38
+1% +$4.74K 0.02% 231
2025
Q1 		$315K Buy
2,585
+122
+5% +$15.7K 0.01% 240
2024
Q4 		$317K Sell
2,463
-36
-1% -$4.66K 0.01% 321
2024
Q3 		$315K Hold
2,499
– – 0.01% 318
2024
Q2 		$298K Sell
2,499
-101
-4% -$11.6K 0.01% 314
2024
Q1 		$299K Buy
2,600
+137
+6% +$15K 0.01% 316
2023
Q4 		$258K Sell
2,463
-185
-7% -$18.1K 0.01% 341
2023
Q3 		$249K Sell
2,648
-55
-2% -$5.39K 0.01% 317
2023
Q2 		$264K Sell
2,703
-2,892
-52% -$267K 0.01% 312
2023
Q1 		$506K Buy
+5,595
New +$495K 0.02% 247

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

Waldron Private Wealth's ESGU Position: Q2 2026 in Review

Waldron Private Wealth held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,755 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #240.

Waldron Private Wealth first reported a position in ESGU in Q1 2023 and has held it in 14 quarters since. The position peaked at $506K in Q1 2023. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Waldron Private Wealth held 2,755 shares of iShares ESG Aware MSCI USA ETF worth $451K as of Q2 2026.
  • Waldron Private Wealth left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #240 holding.
  • Waldron Private Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 14 quarters since.
  • Waldron Private Wealth's iShares ESG Aware MSCI USA ETF position peaked at $506K in Q1 2023.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.