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XML Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

XML Financial’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 		$1.01M Buy
6,169
+300
+5% +$47.4K 0.07% 187
2026
Q1 		$830K Hold
5,869
– – 0.07% 203
2025
Q4 		$874K Buy
5,869
+563
+11% +$83.2K 0.07% 190
2025
Q3 		$773K Buy
5,306
+2,347
+79% +$329K 0.06% 201
2025
Q2 		$400K Hold
2,959
– – 0.03% 266
2025
Q1 		$361K Sell
2,959
-2,031
-41% -$262K 0.03% 269
2024
Q4 		$643K Sell
4,990
-4
-0.1% -$518 0.06% 204
2024
Q3 		$630K Buy
4,994
+453
+10% +$55K 0.06% 207
2024
Q2 		$542K Hold
4,541
– – 0.05% 217
2024
Q1 		$522K Buy
4,541
+175
+4% +$19.2K 0.05% 219
2023
Q4 		$458K Sell
4,366
-382
-8% -$37.4K 0.05% 221
2023
Q3 		$446K Buy
4,748
+140
+3% +$13.7K 0.05% 214
2023
Q2 		$449K Sell
4,608
-114
-2% -$10.5K 0.05% 229
2023
Q1 		$427K Hold
4,722
– – 0.05% 225
2022
Q4 		$400K Sell
4,722
-231
-5% -$19.7K 0.05% 227
2022
Q3 		$393K Sell
4,953
-72
-1% -$6.38K 0.05% 213
2022
Q2 		$422K Buy
5,025
+289
+6% +$26.4K 0.1% 147
2022
Q1 		$480K Buy
4,736
+633
+15% +$63.4K 0.06% 210
2021
Q4 		$443K Buy
4,103
+196
+5% +$20.6K 0.05% 216
2021
Q3 		$385K Buy
3,907
+93
+2% +$9.42K 0.05% 226
2021
Q2 		$376K Hold
3,814
– – 0.08% 164
2021
Q1 		$347K Sell
3,814
-1,316
-26% -$117K 0.08% 158
2020
Q4 		$441K Hold
5,130
– – 0.11% 137
2020
Q3 		$391K Sell
5,130
-62
-1% -$4.67K 0.12% 132
2020
Q2 		$363K Buy
+5,192
New +$342K 0.13% 124

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

XML Financial's ESGU Position: Q2 2026 in Review

XML Financial increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.1% in Q2 2026, buying an estimated $47.4K and bringing the position to 6,169 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #187.

XML Financial first reported a position in ESGU in Q2 2020 and has held it in 25 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • XML Financial held 6,169 shares of iShares ESG Aware MSCI USA ETF worth $1.01M as of Q2 2026.
  • XML Financial bought 300 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $47.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of XML Financial's portfolio in Q2 2026, its #187 holding.
  • XML Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 25 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.