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

Asempa 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	$700K	Buy	4,274 +1	+0%	+$158	0.52%	66
2026 Q1	$609K	Sell	4,273 -376	-8%	-$55.6K	0.53%	67
2025 Q4	$693K	Buy	+4,649	New	+$687K	0.6%	60

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

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

Asempa Wealth Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.02% in Q2 2026, buying an estimated $158 and bringing the position to 4,274 shares worth $700K. The position accounts for 0.52% of the portfolio, ranked #66.

Asempa Wealth Advisors first reported a position in ESGU in Q4 2025 and has held it in 3 quarters since. 860 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Asempa Wealth Advisors held 4,274 shares of iShares ESG Aware MSCI USA ETF worth $700K as of Q2 2026.
Asempa Wealth Advisors bought 1 iShares ESG Aware MSCI USA ETF share in Q2 2026, an estimated $158.
iShares ESG Aware MSCI USA ETF made up 0.52% of Asempa Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Asempa Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
860 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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