Atwood & Palmer’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Atwood & Palmer’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	$164	Hold	1	–	–	﹤0.01%	480
2026 Q1	$142	Buy	+1	New	+$148	﹤0.01%	518
2022 Q1	–	Sell	-300	Closed	-$32K	–	448
2021 Q4	$32K	Hold	300	–	–	﹤0.01%	270
2021 Q3	$30K	Sell	300 -338	-53%	-$34.2K	﹤0.01%	265
2021 Q2	$63K	Hold	638	–	–	0.01%	211
2021 Q1	$58K	Sell	638 -421	-40%	-$37.4K	0.01%	211
2020 Q4	$91K	Buy	+1,059	New	+$86K	0.01%	174

Other funds holding ESGU

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Atwood & Palmer's ESGU Position: Q2 2026 in Review

Atwood & Palmer held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 1 share worth $164. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Atwood & Palmer first reported a position in ESGU in Q4 2020 and has held it in 7 quarters since. The position peaked at $91K in Q4 2020. 572 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Atwood & Palmer held 1 share of iShares ESG Aware MSCI USA ETF worth $164 as of Q2 2026.
Atwood & Palmer left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #480 holding.
Atwood & Palmer first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 7 quarters since.
Atwood & Palmer's iShares ESG Aware MSCI USA ETF position peaked at $91K in Q4 2020.
572 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.