Aprio Wealth Management
ESGU icon

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
Q3 		$1.22M Sell
7,320
-522
-7% -$86.9K 0.06% 214
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rock Creek Group
Rock Creek Group Washington, District of Columbia $1.04B AUM 6.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Aprio Wealth Management's ESGU Position: Q3 2026 in Review

Aprio Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.7% in Q3 2026, selling an estimated $86.9K and leaving 7,320 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #214.

Aprio Wealth Management first reported a position in ESGU in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.29M in Q4 2025. 614 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Aprio Wealth Management held 7,320 shares of iShares ESG Aware MSCI USA ETF worth $1.22M as of Q3 2026.
  • Aprio Wealth Management sold 522 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $86.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of Aprio Wealth Management's portfolio in Q3 2026, its #214 holding.
  • Aprio Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 15 quarters since.
  • Aprio Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $1.29M in Q4 2025.
  • 614 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.