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BOLTON SECURITIES CORPORATION’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$125K Hold
750
– – ﹤0.01% 1061
2026
Q2 		$123K Hold
750
– – ﹤0.01% 1051
2026
Q1 		$106K Buy
+750
New +$111K 0.01% 1002
2025
Q3 		$109K Buy
+750
New +$105K 0.01% 928
2025
Q1 		$91.4K Buy
+750
New +$96.6K 0.01% 902

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TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's ESGU Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 750 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

BOLTON SECURITIES CORPORATION first reported a position in ESGU in Q1 2025 and has held it in 5 quarters since. 674 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 750 shares of iShares ESG Aware MSCI USA ETF worth $125K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1061 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 5 quarters since.
  • 674 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.