Amplius Wealth Advisors
ESGU icon

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
Q3 		$352K Sell
2,112
-3
-0.1% -$499 0.02% 157
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

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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
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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

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

Amplius Wealth Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.14% in Q3 2026, selling an estimated $499 and leaving 2,112 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #157.

Amplius Wealth Advisors first reported a position in ESGU in Q4 2021 and has held it in 13 quarters since. 346 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Amplius Wealth Advisors held 2,112 shares of iShares ESG Aware MSCI USA ETF worth $352K as of Q3 2026.
  • Amplius Wealth Advisors sold 3 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $499.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #157 holding.
  • Amplius Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 13 quarters since.
  • 346 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.