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

Amplius 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 		$346K Hold
2,115
– – 0.03% 159
2026
Q1 		$299K Buy
2,115
+162
+8% +$24K 0.02% 144
2025
Q4 		$291K Sell
1,953
-130
-6% -$19.2K 0.02% 144
2025
Q3 		$303K Buy
2,083
+20
+1% +$2.8K 0.03% 137
2025
Q2 		$279K Buy
2,063
+169
+9% +$21.1K 0.03% 158
2025
Q1 		$231K Hold
1,894
– – 0.02% 170
2024
Q4 		$244K Hold
1,894
– – 0.03% 155
2024
Q3 		$239K Sell
1,894
-115
-6% -$14K 0.03% 151
2024
Q2 		$240K Hold
2,009
– – 0.03% 150
2024
Q1 		$231K Buy
2,009
+42
+2% +$4.6K 0.03% 155
2023
Q4 		$206K Buy
+1,967
New +$193K 0.02% 164
2022
Q1 		– Sell
-1,170
Closed -$126K – 399
2021
Q4 		$126K Buy
+1,170
New +$123K 0.02% 224

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

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

Amplius Wealth Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,115 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #159.

Amplius Wealth Advisors first reported a position in ESGU in Q4 2021 and has held it in 12 quarters since. 286 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Amplius Wealth Advisors held 2,115 shares of iShares ESG Aware MSCI USA ETF worth $346K as of Q2 2026.
  • Amplius Wealth Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • Amplius Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 12 quarters since.
  • 286 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.