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Whalerock Point Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Whalerock Point Partners’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 		$377K Hold
2,306
– – 0.06% 153
2026
Q1 		$326K Hold
2,306
– – 0.06% 154
2025
Q4 		$344K Hold
2,306
– – 0.07% 142
2025
Q3 		$336K Hold
2,306
– – 0.07% 136
2025
Q2 		$312K Hold
2,306
– – 0.07% 146
2025
Q1 		$281K Hold
2,306
– – 0.07% 154
2024
Q4 		$297K Hold
2,306
– – 0.07% 149
2024
Q3 		$291K Hold
2,306
– – 0.07% 153
2024
Q2 		$275K Hold
2,306
– – 0.07% 134
2024
Q1 		$265K Sell
2,306
-187
-8% -$20.5K 0.07% 150
2023
Q4 		$262K Hold
2,493
– – 0.08% 137
2023
Q3 		$234K Hold
2,493
– – 0.08% 135
2023
Q2 		$243K Hold
2,493
– – 0.08% 134
2023
Q1 		$225K Hold
2,493
– – 0.08% 133
2022
Q4 		$211K Sell
2,493
-49
-2% -$4.18K 0.09% 135
2022
Q3 		$202K Buy
+2,542
New +$225K 0.09% 132

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

Whalerock Point Partners's ESGU Position: Q2 2026 in Review

Whalerock Point Partners held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,306 shares worth $377K. The position accounts for 0.06% of the portfolio, ranked #153.

Whalerock Point Partners first reported a position in ESGU in Q3 2022 and has held it in 16 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Whalerock Point Partners held 2,306 shares of iShares ESG Aware MSCI USA ETF worth $377K as of Q2 2026.
  • Whalerock Point Partners left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of Whalerock Point Partners's portfolio in Q2 2026, its #153 holding.
  • Whalerock Point Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and has held it in 16 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Whalerock Point Partners's 13F filing for Q2 2026, filed 13 Aug 2026.