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

Arkadios 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 		$2.82M Buy
17,219
+2,263
+15% +$358K 0.04% 417
2026
Q1 		$2.12M Buy
14,956
+1,511
+11% +$224K 0.03% 490
2025
Q4 		$2M Buy
13,445
+3,640
+37% +$538K 0.04% 447
2025
Q3 		$1.43M Buy
9,805
+2,001
+26% +$280K 0.03% 510
2025
Q2 		$1.06M Hold
7,804
– – 0.03% 555
2025
Q1 		$951K Buy
+7,804
New +$1.01M 0.04% 475
2024
Q4 		– Sell
-1,872
Closed -$236K – 963
2024
Q3 		$236K Sell
1,872
-273
-13% -$33.1K 0.01% 787
2024
Q2 		$256K Buy
2,145
+261
+14% +$30K 0.02% 686
2024
Q1 		$217K Sell
1,884
-1,027
-35% -$113K 0.02% 635
2023
Q4 		$305K Buy
2,911
+584
+25% +$57.2K 0.03% 521
2023
Q3 		$219K Buy
+2,327
New +$228K 0.02% 593
2023
Q1 		– Sell
-3,097
Closed -$262K – 610
2022
Q4 		$262K Sell
3,097
-385
-11% -$32.8K 0.03% 443
2022
Q3 		$277K Buy
3,482
+819
+31% +$72.5K 0.04% 402
2022
Q2 		$223K Buy
+2,663
New +$243K 0.03% 476
2021
Q4 		– Sell
-1,652
Closed -$162K – 925
2021
Q3 		$162K Buy
1,652
+391
+31% +$39.6K 0.02% 560
2021
Q2 		$124K Buy
1,261
+586
+87% +$56.1K 0.02% 667
2021
Q1 		$61K Sell
675
-3
-0.4% -$267 0.01% 639
2020
Q4 		$58K Buy
678
+44
+7% +$3.57K 0.01% 523
2020
Q3 		$50.3K Buy
634
+326
+106% +$24.6K 0.03% 409
2020
Q2 		$22.3K Buy
308
+138
+81% +$9.09K 0.01% 523
2020
Q1 		$9.77K Buy
170
+22
+15% +$1.5K 0.01% 644
2019
Q4 		$11.1K Buy
+148
New +$10.1K 0.01% 568

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 15% in Q2 2026, buying an estimated $358K and bringing the position to 17,219 shares worth $2.82M. The position accounts for 0.04% of the portfolio, ranked #417.

Arkadios Wealth Advisors first reported a position in ESGU in Q4 2019 and has held it in 22 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Arkadios Wealth Advisors held 17,219 shares of iShares ESG Aware MSCI USA ETF worth $2.82M as of Q2 2026.
  • Arkadios Wealth Advisors bought 2,263 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $358K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #417 holding.
  • Arkadios Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 22 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.