Abound Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Abound Wealth Management’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	$147K	Sell	900 -194	-18%	-$30.7K	0.03%	123
2026 Q1	$155K	Hold	1,094	–	–	0.04%	108
2025 Q4	$163K	Buy	1,094 +194	+22%	+$28.7K	0.04%	99
2025 Q3	$131K	Hold	900	–	–	0.03%	108
2025 Q2	$122K	Hold	900	–	–	0.03%	108
2025 Q1	$110K	Sell	900 -5	-0.6%	-$644	0.04%	102
2024 Q4	$117K	Buy	905 +5	+0.6%	+$648	0.04%	94
2024 Q3	$114K	Hold	900	–	–	0.04%	97
2024 Q2	$107K	Hold	900	–	–	0.04%	88
2024 Q1	$103K	Hold	900	–	–	0.04%	90
2023 Q4	$94.4K	Sell	900 -3	-0.3%	-$294	0.04%	93
2023 Q3	$84.8K	Buy	903 +3	+0.3%	+$294	0.04%	90
2023 Q2	$87.7K	Hold	900	–	–	0.04%	85
2023 Q1	$81.4K	Hold	900	–	–	0.04%	90
2022 Q4	$76.3K	Sell	900 -402	-31%	-$34.3K	0.04%	81
2022 Q3	$103K	Buy	+1,302	New	+$115K	0.06%	58

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Abound Wealth Management's ESGU Position: Q2 2026 in Review

Abound Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 18% in Q2 2026, selling an estimated $30.7K and leaving 900 shares worth $147K. The position accounts for 0.03% of the portfolio, ranked #123.

Abound Wealth Management first reported a position in ESGU in Q3 2022 and has held it in 16 quarters since. The position peaked at $163K in Q4 2025. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Abound Wealth Management held 900 shares of iShares ESG Aware MSCI USA ETF worth $147K as of Q2 2026.
Abound Wealth Management sold 194 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $30.7K.
iShares ESG Aware MSCI USA ETF made up 0.03% of Abound Wealth Management's portfolio in Q2 2026, its #123 holding.
Abound Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $163K in Q4 2025.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.