Ashton Thomas Private Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Ashton Thomas Private Wealth’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	$29.9M	Sell	182,890 -3,159	-2%	-$499K	0.62%	29
2026 Q1	$26.3M	Sell	186,049 -1,314	-0.7%	-$194K	0.62%	29
2025 Q4	$27.9M	Buy	187,363 +148	+0.1%	+$21.9K	0.68%	28
2025 Q3	$27.3M	Buy	187,215 +15,660	+9%	+$2.19M	0.71%	24
2025 Q2	$23.2M	Sell	171,555 -116	-0.1%	-$14.5K	0.82%	21
2025 Q1	$20.9M	Sell	171,671 -206	-0.1%	-$26.5K	0.8%	22
2024 Q4	$22.1M	Buy	+171,877	New	+$22.3M	0.86%	18
2024 Q3	–	Sell	-498	Closed	-$59.4K	–	991
2024 Q2	$59.4K	Buy	+498	New	+$57.2K	﹤0.01%	873

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

Ashton Thomas Private Wealth's ESGU Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.7% in Q2 2026, selling an estimated $499K and leaving 182,890 shares worth $29.9M. The position accounts for 0.62% of the portfolio, ranked #29.

Ashton Thomas Private Wealth first reported a position in ESGU in Q2 2024 and has held it in 8 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Ashton Thomas Private Wealth held 182,890 shares of iShares ESG Aware MSCI USA ETF worth $29.9M as of Q2 2026.
Ashton Thomas Private Wealth sold 3,159 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $499K.
iShares ESG Aware MSCI USA ETF made up 0.62% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #29 holding.
Ashton Thomas Private Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 8 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.