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 Q3	$29.7M	Sell	178,264 -4,626	-3%	-$770K	0.6%	27
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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Ashton Thomas Private Wealth's ESGU Position: Q3 2026 in Review

Ashton Thomas Private Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.5% in Q3 2026, selling an estimated $770K and leaving 178,264 shares worth $29.7M. The position accounts for 0.6% of the portfolio, ranked #27.

Ashton Thomas Private Wealth first reported a position in ESGU in Q2 2024 and has held it in 9 quarters since. The position peaked at $29.9M in Q2 2026. 435 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Ashton Thomas Private Wealth held 178,264 shares of iShares ESG Aware MSCI USA ETF worth $29.7M as of Q3 2026.
Ashton Thomas Private Wealth sold 4,626 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $770K.
iShares ESG Aware MSCI USA ETF made up 0.6% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #27 holding.
Ashton Thomas Private Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
Ashton Thomas Private Wealth's iShares ESG Aware MSCI USA ETF position peaked at $29.9M in Q2 2026.
435 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.