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

ARQ 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	$207K	Buy	+1,264	New	+$200K	0.03%	205
2026 Q1	–	Sell	-1,776	Closed	-$265K	–	195
2025 Q4	$265K	Hold	1,776	–	–	0.07%	121
2025 Q3	$259K	Sell	1,776 -5	-0.3%	-$700	0.08%	123
2025 Q2	$217K	Hold	1,781	–	–	0.07%	99
2025 Q1	$217K	Hold	1,781	–	–	0.08%	94
2024 Q4	$229K	Sell	1,781 -1,544	-46%	-$200K	0.09%	91
2024 Q3	$412K	Sell	3,325 -21	-0.6%	-$2.55K	0.16%	70
2024 Q2	$399K	Sell	3,346 -23	-0.7%	-$2.64K	0.17%	62
2024 Q1	$387K	Buy	3,369 +139	+4%	+$15.2K	0.17%	67
2023 Q4	$339K	Buy	+3,230	New	+$316K	0.2%	48

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

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

ARQ Wealth Advisors opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 1,264 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #205 among its holdings. This is a return to the name: ARQ Wealth Advisors previously reported a position in ESGU as recently as Q4 2025.

ARQ Wealth Advisors first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. The position peaked at $412K in Q3 2024. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

ARQ Wealth Advisors held 1,264 shares of iShares ESG Aware MSCI USA ETF worth $207K as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new ARQ Wealth Advisors position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.03% of ARQ Wealth Advisors's portfolio in Q2 2026, its #205 holding.
ARQ Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
ARQ Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $412K in Q3 2024.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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