Wilmington Savings Fund Society’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Wilmington Savings Fund Society’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	-11	Closed	-$1.56K	–	1513
2026 Q1	$1.56K	Hold	11	–	–	﹤0.01%	1370
2025 Q4	$1.64K	Hold	11	–	–	﹤0.01%	1330
2025 Q3	$1.6K	Sell	11 -3,510	-100%	-$492K	﹤0.01%	1313
2025 Q2	$476K	Hold	3,521	–	–	0.01%	592
2025 Q1	$429K	Buy	3,521 +81	+2%	+$10.4K	0.01%	612
2024 Q4	$443K	Sell	3,440 -39	-1%	-$5.05K	0.01%	619
2024 Q3	$439K	Buy	+3,479	New	+$422K	0.01%	606

Other funds holding ESGU

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Wilmington Savings Fund Society's ESGU Position: Q2 2026 in Review

Wilmington Savings Fund Society sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 11 shares — an estimated $1.56K sold.

Wilmington Savings Fund Society first reported a position in ESGU in Q3 2024 and held it in 7 quarters. The position peaked at $476K in Q2 2025. 341 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Wilmington Savings Fund Society reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
Wilmington Savings Fund Society sold 11 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.56K.
Wilmington Savings Fund Society first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and held it in 7 quarters.
Wilmington Savings Fund Society's iShares ESG Aware MSCI USA ETF position peaked at $476K in Q2 2025.
341 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.