Weil Company’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Weil Company’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	$4.09M	Sell	24,989 -2,279	-8%	-$360K	0.72%	30
2026 Q1	$3.86M	Buy	27,268 +4,440	+19%	+$657K	0.87%	31
2025 Q4	$3.4M	Buy	22,828 +1,322	+6%	+$195K	0.78%	34
2025 Q3	$3.13M	Buy	21,506 +1,127	+6%	+$158K	0.75%	35
2025 Q2	$2.76M	Sell	20,379 -8,238	-29%	-$1.03M	0.73%	37
2025 Q1	$3.49M	Buy	28,617 +23,024	+412%	+$2.97M	1.04%	27
2024 Q4	$720K	Buy	5,593 +2,890	+107%	+$374K	0.25%	61
2024 Q3	$341K	Hold	2,703	–	–	0.11%	118
2024 Q2	$323K	Sell	2,703 -719	-21%	-$82.6K	0.12%	117
2024 Q1	$393K	Hold	3,422	–	–	0.16%	106
2023 Q4	$359K	Sell	3,422 -443	-11%	-$43.4K	0.16%	101
2023 Q3	$363K	Hold	3,865	–	–	0.18%	97
2023 Q2	$377K	Sell	3,865 -607	-14%	-$56.1K	0.17%	106
2023 Q1	$404K	Sell	4,472 -1,345	-23%	-$119K	0.18%	95
2022 Q4	$493K	Buy	+5,817	New	+$496K	0.22%	84
2022 Q2	–	Sell	-3,590	Closed	-$364K	–	128
2022 Q1	$364K	Buy	3,590 +803	+29%	+$80.4K	0.18%	94
2021 Q4	$301K	Hold	2,787	–	–	0.14%	111
2021 Q3	$274K	Sell	2,787 -321	-10%	-$32.5K	0.14%	114
2021 Q2	$306K	Buy	+3,108	New	+$297K	0.15%	111

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

Weil Company's ESGU Position: Q2 2026 in Review

Weil Company reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 8.4% in Q2 2026, selling an estimated $360K and leaving 24,989 shares worth $4.09M. The position accounts for 0.72% of the portfolio, ranked #30.

Weil Company first reported a position in ESGU in Q2 2021 and has held it in 19 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Weil Company held 24,989 shares of iShares ESG Aware MSCI USA ETF worth $4.09M as of Q2 2026.
Weil Company sold 2,279 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $360K.
iShares ESG Aware MSCI USA ETF made up 0.72% of Weil Company's portfolio in Q2 2026, its #30 holding.
Weil Company first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and has held it in 19 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Weil Company's 13F filing for Q2 2026, filed 5 Aug 2026.