Avantra Family Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Avantra Family 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	$304K	Sell	1,860 -9	-0.5%	-$1.42K	0.19%	145
2026 Q1	$264K	Buy	1,869 +4	+0.2%	+$592	0.2%	141
2025 Q4	$278K	Buy	1,865 +6	+0.3%	+$887	0.2%	128
2025 Q3	$271K	Buy	1,859 +78	+4%	+$10.9K	0.2%	132
2025 Q2	$241K	Sell	1,781 -38	-2%	-$4.74K	0.2%	121
2025 Q1	$222K	Buy	1,819 +4	+0.2%	+$515	0.21%	137
2024 Q4	$234K	Buy	+1,815	New	+$235K	0.22%	136

Other funds holding ESGU

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

BCM

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

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Avantra Family Wealth's ESGU Position: Q2 2026 in Review

Avantra Family Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.48% in Q2 2026, selling an estimated $1.42K and leaving 1,860 shares worth $304K. The position accounts for 0.19% of the portfolio, ranked #145.

Avantra Family Wealth first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. 412 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Avantra Family Wealth held 1,860 shares of iShares ESG Aware MSCI USA ETF worth $304K as of Q2 2026.
Avantra Family Wealth sold 9 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.42K.
iShares ESG Aware MSCI USA ETF made up 0.19% of Avantra Family Wealth's portfolio in Q2 2026, its #145 holding.
Avantra Family Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
412 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.