WrapManager Inc’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

WrapManager Inc’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	$331K	Sell	2,024 -19	-0.9%	-$3K	0.1%	114
2026 Q1	$289K	Sell	2,043 -21	-1%	-$3.11K	0.1%	112
2025 Q4	$307K	Sell	2,064 -351	-15%	-$51.9K	0.1%	119
2025 Q3	$352K	Buy	2,415 +676	+39%	+$94.7K	0.11%	120
2025 Q2	$235K	Sell	1,739 -710	-29%	-$88.6K	0.06%	180
2025 Q1	$299K	Buy	+2,449	New	+$315K	0.08%	158
2021 Q3	–	Sell	-2,837	Closed	-$279K	–	310
2021 Q2	$279K	Sell	2,837 -59	-2%	-$5.64K	0.07%	266
2021 Q1	$263K	Buy	+2,896	New	+$257K	0.07%	235

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

WrapManager Inc's ESGU Position: Q2 2026 in Review

WrapManager Inc reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.93% in Q2 2026, selling an estimated $3K and leaving 2,024 shares worth $331K. The position accounts for 0.1% of the portfolio, ranked #114.

WrapManager Inc first reported a position in ESGU in Q1 2021 and has held it in 8 quarters since. The position peaked at $352K in Q3 2025. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

WrapManager Inc held 2,024 shares of iShares ESG Aware MSCI USA ETF worth $331K as of Q2 2026.
WrapManager Inc sold 19 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $3K.
iShares ESG Aware MSCI USA ETF made up 0.1% of WrapManager Inc's portfolio in Q2 2026, its #114 holding.
WrapManager Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 8 quarters since.
WrapManager Inc's iShares ESG Aware MSCI USA ETF position peaked at $352K in Q3 2025.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on WrapManager Inc's 13F filing for Q2 2026, filed 5 Aug 2026.