AWA
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Aaron Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Aaron Wealth Advisors’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 		$899K Sell
5,494
-195
-3% -$30.8K 0.05% 272
2026
Q1 		$805K Buy
5,689
+15
+0.3% +$2.22K 0.05% 272
2025
Q4 		$845K Sell
5,674
-1,381
-20% -$204K 0.05% 285
2025
Q3 		$1.03M Buy
7,055
+922
+15% +$129K 0.06% 228
2025
Q2 		$830K Sell
6,133
-297
-5% -$37.1K 0.08% 155
2025
Q1 		$784K Sell
6,430
-1,837
-22% -$237K 0.09% 151
2024
Q4 		$1.07M Sell
8,267
-1,101
-12% -$143K 0.12% 111
2024
Q3 		$1.18M Buy
9,368
+21
+0.2% +$2.55K 0.14% 98
2024
Q2 		$1.12M Buy
9,347
+416
+5% +$47.8K 0.15% 88
2024
Q1 		$1.03M Buy
8,931
+3,772
+73% +$413K 0.15% 93
2023
Q4 		$541K Sell
5,159
-2,233
-30% -$219K 0.09% 136
2023
Q3 		$694K Hold
7,392
– – 0.09% 122
2023
Q2 		$720K Buy
7,392
+3,484
+89% +$322K 0.09% 121
2023
Q1 		$353K Buy
3,908
+17
+0.4% +$1.5K 0.05% 186
2022
Q4 		$330K Sell
3,891
-1,378
-26% -$118K 0.05% 186
2022
Q3 		$418K Buy
5,269
+1,550
+42% +$137K 0.08% 131
2022
Q2 		$312K Buy
+3,719
New +$340K 0.08% 146
2021
Q2 		– Sell
-2,220
Closed -$201K – 160
2021
Q1 		$201K Sell
2,220
-1,060
-32% -$94.2K 0.07% 147
2020
Q4 		$282K Buy
+3,280
New +$266K 0.1% 109

Other funds holding ESGU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Aaron Wealth Advisors's ESGU Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.4% in Q2 2026, selling an estimated $30.8K and leaving 5,494 shares worth $899K. The position accounts for 0.05% of the portfolio, ranked #272.

Aaron Wealth Advisors first reported a position in ESGU in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.18M in Q3 2024. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Aaron Wealth Advisors held 5,494 shares of iShares ESG Aware MSCI USA ETF worth $899K as of Q2 2026.
  • Aaron Wealth Advisors sold 195 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $30.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #272 holding.
  • Aaron Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 19 quarters since.
  • Aaron Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.18M in Q3 2024.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.