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Whittier Trust’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Whittier Trust’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 		$981K Buy
5,944
+3,679
+162% +$582K 0.01% 382
2026
Q1 		$325K Hold
2,265
– – ﹤0.01% 504
2025
Q4 		$343K Hold
2,265
– – ﹤0.01% 500
2025
Q3 		$332K Hold
2,265
– – ﹤0.01% 503
2025
Q2 		$306K Hold
2,265
– – ﹤0.01% 580
2025
Q1 		$276K Hold
2,265
– – ﹤0.01% 589
2024
Q4 		$292K Hold
2,265
– – ﹤0.01% 591
2024
Q3 		$286K Hold
2,265
– – ﹤0.01% 604
2024
Q2 		$270K Hold
2,265
– – ﹤0.01% 596
2024
Q1 		$260K Buy
2,265
+265
+13% +$29K ﹤0.01% 598
2023
Q4 		$210K Sell
2,000
-1,204
-38% -$118K ﹤0.01% 635
2023
Q3 		$301K Hold
3,204
– – 0.01% 556
2023
Q2 		$312K Hold
3,204
– – 0.01% 548
2023
Q1 		$290K Hold
3,204
– – 0.01% 580
2022
Q4 		$272K Buy
3,204
+340
+12% +$29K 0.01% 581
2022
Q3 		$227K Hold
2,864
– – ﹤0.01% 603
2022
Q2 		$240K Sell
2,864
-900
-24% -$82.2K ﹤0.01% 597
2022
Q1 		$381K Buy
3,764
+934
+33% +$93.5K 0.01% 543
2021
Q4 		$305K Buy
2,830
+230
+9% +$24.1K 0.01% 587
2021
Q3 		$256K Hold
2,600
– – ﹤0.01% 595
2021
Q2 		$256K Hold
2,600
– – ﹤0.01% 605
2021
Q1 		$236K Buy
2,600
+25
+1% +$2.22K ﹤0.01% 611
2020
Q4 		$222K Buy
2,575
+125
+5% +$10.2K ﹤0.01% 573
2020
Q3 		$187K Hold
2,450
– – ﹤0.01% 583
2020
Q2 		$171K Hold
2,450
– – ﹤0.01% 573
2020
Q1 		$141K Buy
2,450
+450
+23% +$30.6K ﹤0.01% 587
2019
Q4 		$143K Buy
2,000
+500
+33% +$34K ﹤0.01% 621
2019
Q3 		$98K Hold
1,500
– – ﹤0.01% 706
2019
Q2 		$97K Hold
1,500
– – ﹤0.01% 662
2019
Q1 		$93K Hold
1,500
– – ﹤0.01% 673
2018
Q4 		$82K Buy
+1,500
New +$88.7K ﹤0.01% 679

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

Whittier Trust's ESGU Position: Q2 2026 in Review

Whittier Trust increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 162% in Q2 2026, buying an estimated $582K and bringing the position to 5,944 shares worth $981K. The position accounts for 0.01% of the portfolio, ranked #382.

Whittier Trust first reported a position in ESGU in Q4 2018 and has held it in 31 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Whittier Trust held 5,944 shares of iShares ESG Aware MSCI USA ETF worth $981K as of Q2 2026.
  • Whittier Trust bought 3,679 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $582K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #382 holding.
  • Whittier Trust first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2018 and has held it in 31 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.