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

AE 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 		$3.07M Buy
18,769
+783
+4% +$124K 0.01% 547
2026
Q1 		$2.54M Buy
17,986
+2,935
+20% +$434K 0.01% 577
2025
Q4 		$2.24M Buy
15,051
+1,083
+8% +$160K 0.01% 575
2025
Q3 		$2.03M Buy
13,968
+4,833
+53% +$677K 0.01% 560
2025
Q2 		$1.24M Sell
9,135
-808
-8% -$101K 0.01% 669
2025
Q1 		$1.21M Sell
9,943
-2,592
-21% -$334K 0.01% 661
2024
Q4 		$1.61M Buy
12,535
+546
+5% +$70.7K 0.01% 593
2024
Q3 		$1.51M Sell
11,989
-2,101
-15% -$255K 0.01% 616
2024
Q2 		$1.68M Sell
14,090
-2,049
-13% -$235K 0.02% 564
2024
Q1 		$1.86M Sell
16,139
-65,192
-80% -$7.14M 0.02% 508
2023
Q4 		$8.73M Sell
81,331
-14,199
-15% -$1.39M 0.04% 431
2023
Q3 		$8.97M Sell
95,530
-30,637
-24% -$3M 0.05% 404
2023
Q2 		$12.3M Sell
126,167
-227,289
-64% -$21M 0.07% 327
2023
Q1 		$32M Sell
353,456
-661,505
-65% -$58.5M 0.21% 109
2022
Q4 		$86M Sell
1,014,961
-226,592
-18% -$19.3M 0.62% 22
2022
Q3 		$98.6M Buy
1,241,553
+81,042
+7% +$7.18M 0.78% 16
2022
Q2 		$97.4M Buy
1,160,511
+181,233
+19% +$16.6M 0.78% 19
2022
Q1 		$99.3M Buy
979,278
+286,289
+41% +$28.7M 0.68% 23
2021
Q4 		$74.8M Buy
692,989
+116,709
+20% +$12.2M 0.52% 33
2021
Q3 		$56.7M Buy
576,280
+161,367
+39% +$16.4M 0.47% 42
2021
Q2 		$40.9M Buy
414,913
+98,960
+31% +$9.47M 0.36% 63
2021
Q1 		$28.7M Sell
315,953
-22,430
-7% -$1.99M 0.29% 80
2020
Q4 		$29.1M Buy
338,383
+277,476
+456% +$22.5M 0.33% 70
2020
Q3 		$4.64M Sell
60,907
-190,460
-76% -$14.3M 0.07% 249
2020
Q2 		$17.6M Buy
251,367
+175,756
+232% +$11.6M 0.27% 89
2020
Q1 		$4.35M Buy
+75,611
New +$5.15M 0.1% 183

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AE Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.4% in Q2 2026, buying an estimated $124K and bringing the position to 18,769 shares worth $3.07M. The position accounts for 0.01% of the portfolio, ranked #547.

AE Wealth Management first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $99.3M in Q1 2022. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • AE Wealth Management held 18,769 shares of iShares ESG Aware MSCI USA ETF worth $3.07M as of Q2 2026.
  • AE Wealth Management bought 783 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $124K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #547 holding.
  • AE Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • AE Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $99.3M in Q1 2022.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.