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

Waverly 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 		$1M Buy
6,115
+495
+9% +$78.3K 0.01% 896
2026
Q1 		$795K Sell
5,620
-3
-0.1% -$444 0.01% 902
2025
Q4 		$838K Buy
5,623
+169
+3% +$25K 0.01% 813
2025
Q3 		$794K Buy
5,454
+1
+0% +$140 0.01% 702
2025
Q2 		$738K Sell
5,453
-2,105
-28% -$263K 0.01% 691
2025
Q1 		$921K Buy
7,558
+5,324
+238% +$686K 0.01% 623
2024
Q4 		$288K Buy
2,234
+432
+24% +$56K ﹤0.01% 836
2024
Q3 		$227K Sell
1,802
-100
-5% -$12.1K ﹤0.01% 749
2024
Q2 		$227K Buy
1,902
+4
+0.2% +$459 ﹤0.01% 735
2024
Q1 		$218K Buy
+1,898
New +$208K 0.01% 644

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

Waverly Advisors's ESGU Position: Q2 2026 in Review

Waverly Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 8.8% in Q2 2026, buying an estimated $78.3K and bringing the position to 6,115 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #896.

Waverly Advisors first reported a position in ESGU in Q1 2024 and has held it in 10 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Waverly Advisors held 6,115 shares of iShares ESG Aware MSCI USA ETF worth $1M as of Q2 2026.
  • Waverly Advisors bought 495 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $78.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #896 holding.
  • Waverly Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.