Armis Advisers’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Armis Advisers’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	$688K	Buy	4,168 +6	+0.1%	+$949	0.06%	218
2026 Q1	$672K	Hold	4,162	–	–	0.06%	201
2025 Q4	$587K	Buy	4,162 +841	+25%	+$124K	0.07%	204
2025 Q3	$490K	Buy	3,321 +9	+0.3%	+$1.26K	0.04%	194
2025 Q2	$449K	Buy	3,312 +1,506	+83%	+$188K	0.04%	300
2025 Q1	$220K	Sell	1,806 -177	-9%	-$22.8K	0.02%	372
2024 Q4	$255K	Buy	+1,983	New	+$257K	0.03%	297

Other funds holding ESGU

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Armis Advisers's ESGU Position: Q2 2026 in Review

Armis Advisers increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.14% in Q2 2026, buying an estimated $949 and bringing the position to 4,168 shares worth $688K. The position accounts for 0.06% of the portfolio, ranked #218.

Armis Advisers first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. 170 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Armis Advisers held 4,168 shares of iShares ESG Aware MSCI USA ETF worth $688K as of Q2 2026.
Armis Advisers bought 6 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $949.
iShares ESG Aware MSCI USA ETF made up 0.06% of Armis Advisers's portfolio in Q2 2026, its #218 holding.
Armis Advisers first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
170 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.