Who Owns iShares ESG Aware MSCI USA ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares ESG Aware MSCI USA ETF.
Who crossed 5% of ESGU →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Apella Capital, LLCESG AWR MSCI USA67.1K shtrimmed | $11.4M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF64K shadded | $10.7M |
| Farther Finance Advisors, LLCETF48.7K shtrimmed | $8.1M |
| Midwest Financial Partners Investments, Inc.ESG AWR MSCI USA40.4K shtrimmed | $6.7M |
| ELEVATION WEALTH PARTNERS, LLCESG AWR MSCI USA28.5K shadded | $4.7M |
| Pioneer Wealth Management GroupESG AWR MSCI USA24.6K shtrimmed | $4.1M |
| HF Advisory Group, LLCESG AWR MSCI USA20.9K shadded | $3.5M |
| SigFig Wealth Management, LLCESG AWR MSCI USA20.5K shtrimmed | $3.4M |
| Acropolis Investment Management, LLCESG AWR MSCI USA13.4K shtrimmed | $2.2M |
| Avidian Wealth Enterprises, LLCESG AWR MSCI USA12.8K shtrimmed | $2.1M |
| RTD Financial Advisors, Inc.ESG AWR MSCI USA10.9K shadded | $1.8M |
| CoreCap Advisors, LLCETF8K shtrimmed | $1.3M |
| Bangor Savings BankESG AWR MSCI USA7.2K shadded | $1.2M |
| First Heartland Consultants, Inc.ESG AWR MSCI USA6.1K sh— | $1M |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCESG AWR MSCI USA5.9K shheld | $977.1K |
| FC Advisory LLCESG AWR MSCI USA4.8K shadded | $802.1K |
| Asempa Wealth AdvisorsESG AWR MSCI USA4.3K shadded | $715.1K |
| Rosenberg Matthew HamiltonETF4.3K shtrimmed | $713.3K |
| Factor Wealth Management LTDESG AWR MSCI USA4.2K shtrimmed | $702.4K |
| EASTERN BANKESG AWR MSCI USA3.6K shheld | $606.2K |
| Emergent Wealth Advisors, LLCESG AWR MSCI USA3.2K shtrimmed | $537.8K |
| FINANCIAL MANAGEMENT NETWORK INCESG AWR MSCI USA2.8K shadded | $477.7K |
| BAKER TILLY WEALTH MANAGEMENT, LLCESG AWR MSCI USA2.4K shheld | $392.7K |
| Leverty Financial Group, LLCESG AWR MSCI USA2.2K shheld | $368.5K |
| Wealth Enhancement Trust Services, Inc.ESG AWR MSCI USA2.2K shtrimmed | $361K |
| Wedmont Private CapitalESG AWR MSCI USA2.1K shheld | $353.3K |
| Greenfield Savings BankESG AWR MSCI USA1.7K shadded | $286.9K |
| Investors Research CorpESG AWR MSCI USA1.6K shadded | $270.7K |
| Cooper Financial GroupESG AWR MSCI USA1.4K shtrimmed | $233K |
| Graves Light Lenhart Wealth, Inc.ESG AWR MSCI USA1.3K shtrimmed | $213.3K |
| Bank of New HampshireESG AWR MSCI USA1.1K shheld | $182.6K |
| Trust CoETF189 shheld | $31.5K |
| MJT & Associates Financial Advisory Group, Inc.ETF111 shheld | $18.5K |
| Horizons Wealth ManagementETF53 shtrimmed | $8.8K |
| Retirement Wealth Solutions LLCESG AWR MSCI USA28 shtrimmed | $4.6K |
| Davis Capital ManagementETF18 shheld | $3K |
| ATWOOD & PALMER INCCOM1 shheld | $167 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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