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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.87K Buy
+42
New +$6.64K ﹤0.01% 386
2025
Q4
Sell
-103
Closed -$15K 240
2025
Q3
$15K Buy
+103
New +$14.4K ﹤0.01% 363

Other funds holding ESGU

Alpine Bank Wealth Management's ESGU Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 42 shares worth $6.87K. The stake represents ﹤0.01% of the portfolio and ranks #386 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in ESGU as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in ESGU in Q3 2025 and has held it in 2 quarters since. The position peaked at $15K in Q3 2025. 572 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Alpine Bank Wealth Management held 42 shares of iShares ESG Aware MSCI USA ETF worth $6.87K as of Q2 2026.
  • iShares ESG Aware MSCI USA ETF was a new Alpine Bank Wealth Management position in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #386 holding.
  • Alpine Bank Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2025 and has held it in 2 quarters since.
  • Alpine Bank Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $15K in Q3 2025.
  • 572 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.