5W
ESGU icon

5T Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

5T Wealth’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 		$362K Hold
2,214
– – 0.13% 106
2026
Q1 		$313K Sell
2,214
-1,238
-36% -$183K 0.12% 113
2025
Q4 		$514K Sell
3,452
-50
-1% -$7.39K 0.21% 89
2025
Q3 		$510K Hold
3,502
– – 0.22% 82
2025
Q2 		$474K Sell
3,502
-2,294
-40% -$286K 0.23% 81
2025
Q1 		$707K Sell
5,796
-579
-9% -$74.6K 0.38% 65
2024
Q4 		$821K Buy
+6,375
New +$826K 0.45% 55

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

5T Wealth's ESGU Position: Q2 2026 in Review

5T Wealth held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,214 shares worth $362K. The position accounts for 0.13% of the portfolio, ranked #106.

5T Wealth first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. The position peaked at $821K in Q4 2024. 322 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • 5T Wealth held 2,214 shares of iShares ESG Aware MSCI USA ETF worth $362K as of Q2 2026.
  • 5T Wealth left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.13% of 5T Wealth's portfolio in Q2 2026, its #106 holding.
  • 5T Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • 5T Wealth's iShares ESG Aware MSCI USA ETF position peaked at $821K in Q4 2024.
  • 322 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.