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

Websterrogers Financial 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 		$204K Buy
+1,248
New +$197K 0.05% 99
2024
Q3 		– Sell
-1,747
Closed -$208K – 70
2024
Q2 		$208K Buy
1,747
+1
+0.1% +$115 0.07% 68
2024
Q1 		$201K Buy
+1,746
New +$191K 0.07% 74

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

Websterrogers Financial Advisors's ESGU Position: Q2 2026 in Review

Websterrogers Financial Advisors opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 1,248 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #99 among its holdings. This is a return to the name: Websterrogers Financial Advisors previously reported a position in ESGU as recently as Q2 2024.

Websterrogers Financial Advisors first reported a position in ESGU in Q1 2024 and has held it in 3 quarters since. The position peaked at $208K in Q2 2024. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Websterrogers Financial Advisors held 1,248 shares of iShares ESG Aware MSCI USA ETF worth $204K as of Q2 2026.
  • iShares ESG Aware MSCI USA ETF was a new Websterrogers Financial Advisors position in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #99 holding.
  • Websterrogers Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 3 quarters since.
  • Websterrogers Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $208K in Q2 2024.
  • 862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.