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Aspen Wealth Strategies’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Aspen Wealth Strategies’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 		$392K Hold
2,397
– – 0.19% 66
2026
Q1 		$339K Hold
2,397
– – 0.18% 68
2025
Q4 		$357K Hold
2,397
– – 0.2% 63
2025
Q3 		$349K Hold
2,397
– – 0.19% 66
2025
Q2 		$324K Hold
2,397
– – 0.2% 64
2025
Q1 		$292K Buy
2,397
+50
+2% +$6.44K 0.19% 66
2024
Q4 		$302K Hold
2,347
– – 0.19% 60
2024
Q3 		$296K Hold
2,347
– – 0.19% 67
2024
Q2 		$287K Hold
2,347
– – 0.2% 61
2024
Q1 		$270K Buy
2,347
+124
+6% +$13.6K 0.19% 66
2023
Q4 		$233K Buy
+2,223
New +$218K 0.17% 73

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aspen Wealth Strategies's ESGU Position: Q2 2026 in Review

Aspen Wealth Strategies held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,397 shares worth $392K. The position accounts for 0.19% of the portfolio, ranked #66.

Aspen Wealth Strategies first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Aspen Wealth Strategies held 2,397 shares of iShares ESG Aware MSCI USA ETF worth $392K as of Q2 2026.
  • Aspen Wealth Strategies left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.19% of Aspen Wealth Strategies's portfolio in Q2 2026, its #66 holding.
  • Aspen Wealth Strategies first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.