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World Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

World Investment Advisors’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 		$1.72M Sell
12,115
-160
-1% -$25.3K 0.03% 530
2026
Q1 		$1.74M Buy
12,275
+60
+0.5% +$8.88K 0.03% 529
2025
Q4 		$1.82M Buy
12,215
+348
+3% +$51.5K 0.03% 491
2025
Q3 		$1.73M Buy
11,867
+1,446
+14% +$203K 0.04% 437
2025
Q2 		$1.41M Sell
10,421
-41
-0.4% -$5.12K 0.03% 444
2025
Q1 		$1.28M Buy
10,462
+802
+8% +$103K 0.03% 441
2024
Q4 		$1.24M Buy
9,660
+1,595
+20% +$207K 0.03% 419
2024
Q3 		$1.02M Buy
8,065
+274
+4% +$33.3K 0.03% 423
2024
Q2 		$930K Buy
+7,791
New +$895K 0.06% 285
2024
Q1 		– Sell
-10,109
Closed -$1.06M – 419
2023
Q4 		$1.06M Buy
10,109
+1,217
+14% +$119K 0.14% 140
2023
Q3 		$839K Sell
8,892
-8,339
-48% -$817K 0.17% 106
2023
Q2 		$1.68M Sell
17,231
-1,829
-10% -$169K 0.32% 60
2023
Q1 		$1.72M Sell
19,060
-18,313
-49% -$1.62M 0.36% 53
2022
Q4 		$3.17M Sell
37,373
-3,989
-10% -$340K 0.73% 28
2022
Q3 		$3.29M Sell
41,362
-1,505
-4% -$133K 0.78% 26
2022
Q2 		$3.97M Buy
42,867
+3,369
+9% +$308K 0.83% 26
2022
Q1 		$4M Sell
39,498
-2,599
-6% -$260K 0.83% 24
2021
Q4 		$4.26M Buy
42,097
+2,545
+6% +$267K 0.89% 23
2021
Q3 		$3.89M Buy
39,552
+3,402
+9% +$345K 0.88% 22
2021
Q2 		$3.56M Buy
36,150
+916
+3% +$87.6K 0.81% 23
2021
Q1 		$3.3M Sell
35,234
-896
-2% -$79.6K 0.79% 24
2020
Q4 		$3.29M Buy
36,130
+28,820
+394% +$2.34M 0.83% 24
2020
Q3 		$557K Buy
7,310
+230
+3% +$17.3K 0.19% 80
2020
Q2 		$542K Buy
7,080
+1,253
+22% +$82.5K 0.19% 79
2020
Q1 		$335K Buy
+5,827
New +$397K 0.16% 85

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

World Investment Advisors's ESGU Position: Q2 2026 in Review

World Investment Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.3% in Q2 2026, selling an estimated $25.3K and leaving 12,115 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #530.

World Investment Advisors first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.26M in Q4 2021. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • World Investment Advisors held 12,115 shares of iShares ESG Aware MSCI USA ETF worth $1.72M as of Q2 2026.
  • World Investment Advisors sold 160 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $25.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #530 holding.
  • World Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • World Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $4.26M in Q4 2021.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.