Worth Financial Advisory Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Worth Financial Advisory 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	$340K	Buy	+2,079	New	+$329K	0.14%	144
2026 Q1	–	Sell	-2,080	Closed	-$310K	–	76
2025 Q4	$310K	Hold	2,080	–	–	0.15%	143
2025 Q3	$303K	Hold	2,080	–	–	0.17%	119
2025 Q2	$281K	Sell	2,080 -305	-13%	-$38.1K	0.17%	121
2025 Q1	$291K	Sell	2,385 -215	-8%	-$27.7K	0.18%	122
2024 Q4	$335K	Hold	2,600	–	–	0.21%	103
2024 Q3	$328K	Hold	2,600	–	–	0.19%	112
2024 Q2	$310K	Hold	2,600	–	–	0.2%	108
2024 Q1	$299K	Hold	2,600	–	–	0.21%	110
2023 Q4	$273K	Sell	2,600 -350	-12%	-$34.3K	0.22%	103
2023 Q3	$277K	Hold	2,950	–	–	0.25%	95
2023 Q2	$288K	Hold	2,950	–	–	0.27%	93
2023 Q1	$267K	Hold	2,950	–	–	0.25%	95
2022 Q4	$250K	Buy	+2,950	New	+$252K	0.29%	90

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Worth Financial Advisory Group's ESGU Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 2,079 shares worth $340K. The stake represents 0.14% of the portfolio and ranks #144 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in ESGU as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in ESGU in Q4 2022 and has held it in 14 quarters since. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Worth Financial Advisory Group held 2,079 shares of iShares ESG Aware MSCI USA ETF worth $340K as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new Worth Financial Advisory Group position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.14% of Worth Financial Advisory Group's portfolio in Q2 2026, its #144 holding.
Worth Financial Advisory Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 14 quarters since.
862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.