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

Aprio 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	$1.28M	Buy	7,842 +13	+0.2%	+$2.06K	0.06%	197
2026 Q1	$1.11M	Sell	7,829 -817	-9%	-$121K	0.06%	191
2025 Q4	$1.29M	Buy	8,646 +512	+6%	+$75.7K	0.07%	163
2025 Q3	$1.18M	Buy	8,134 +13	+0.2%	+$1.82K	0.12%	113
2025 Q2	$1.1M	Sell	8,121 -25	-0.3%	-$3.12K	0.12%	103
2025 Q1	$993K	Buy	8,146 +6,545	+409%	+$843K	0.12%	106
2024 Q4	$206K	Buy	1,601 +5	+0.3%	+$648	0.03%	295
2024 Q3	$201K	Sell	1,596 -319	-17%	-$38.7K	0.03%	272
2024 Q2	$228K	Sell	1,915 -207	-10%	-$23.8K	0.04%	221
2024 Q1	$244K	Sell	2,122 -1,038	-33%	-$114K	0.05%	189
2023 Q4	$332K	Sell	3,160 -395	-11%	-$38.7K	0.07%	122
2023 Q3	$334K	Buy	3,555 +1,404	+65%	+$138K	0.09%	106
2023 Q2	$210K	Sell	2,151 -237	-10%	-$21.9K	0.06%	143
2023 Q1	$216K	Buy	+2,388	New	+$211K	0.07%	127

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

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

Aprio Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.17% in Q2 2026, buying an estimated $2.06K and bringing the position to 7,842 shares worth $1.28M. The position accounts for 0.06% of the portfolio, ranked #197.

Aprio Wealth Management first reported a position in ESGU in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.29M in Q4 2025. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Aprio Wealth Management held 7,842 shares of iShares ESG Aware MSCI USA ETF worth $1.28M as of Q2 2026.
Aprio Wealth Management bought 13 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $2.06K.
iShares ESG Aware MSCI USA ETF made up 0.06% of Aprio Wealth Management's portfolio in Q2 2026, its #197 holding.
Aprio Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 14 quarters since.
Aprio Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $1.29M in Q4 2025.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.