Aaron Wealth Advisors
ESGU icon

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
Q3 		$926K Buy
5,549
+55
+1% +$9.16K 0.05% 268
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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Aaron Wealth Advisors's ESGU Position: Q3 2026 in Review

Aaron Wealth Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1% in Q3 2026, buying an estimated $9.16K and bringing the position to 5,549 shares worth $926K. The position accounts for 0.05% of the portfolio, ranked #268.

Aaron Wealth Advisors first reported a position in ESGU in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.18M in Q3 2024. 271 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Aaron Wealth Advisors held 5,549 shares of iShares ESG Aware MSCI USA ETF worth $926K as of Q3 2026.
  • Aaron Wealth Advisors bought 55 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $9.16K.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of Aaron Wealth Advisors's portfolio in Q3 2026, its #268 holding.
  • Aaron Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 20 quarters since.
  • Aaron Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.18M in Q3 2024.
  • 271 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.