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Wellington Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Wellington Group’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 		– Sell
-304
Closed -$43K – 222
2026
Q1 		$43K Buy
304
+130
+75% +$19.2K 0.01% 282
2025
Q4 		$25.9K Buy
+174
New +$25.7K 0.01% 343

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

Wellington Group's ESGU Position: Q2 2026 in Review

Wellington Group sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 304 shares — an estimated $43K sold.

Wellington Group first reported a position in ESGU in Q4 2025 and held it in 2 quarters. The position peaked at $43K in Q1 2026. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Wellington Group reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington Group sold 304 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $43K.
  • Wellington Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and held it in 2 quarters.
  • Wellington Group's iShares ESG Aware MSCI USA ETF position peaked at $43K in Q1 2026.
  • 862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.