AWE
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Avidian Wealth Enterprises’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Avidian Wealth Enterprises’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 		$2.17M Buy
13,232
+11
+0.1% +$1.74K 0.06% 198
2026
Q1 		$1.87M Sell
13,221
-53
-0.4% -$7.84K 0.06% 203
2025
Q4 		$1.98M Buy
13,274
+21
+0.2% +$3.1K 0.07% 146
2025
Q3 		$1.93M Buy
13,253
+16
+0.1% +$2.24K 0.07% 144
2025
Q2 		$1.79M Sell
13,237
-1,077
-8% -$134K 0.07% 141
2025
Q1 		$1.74M Buy
14,314
+1,323
+10% +$170K 0.08% 134
2024
Q4 		$1.67M Buy
12,991
+25
+0.2% +$3.24K 0.08% 141
2024
Q3 		$1.64M Buy
12,966
+743
+6% +$90.2K 0.07% 143
2024
Q2 		$1.46M Sell
12,223
-4,523
-27% -$519K 0.06% 149
2024
Q1 		$1.93M Sell
16,746
-13,443
-45% -$1.47M 0.09% 116
2023
Q4 		$3.17M Sell
30,189
-2,515
-8% -$246K 0.19% 81
2023
Q3 		$3.07M Sell
32,704
-10,859
-25% -$1.06M 0.22% 83
2023
Q2 		$4.25M Sell
43,563
-3,120
-7% -$288K 0.28% 73
2023
Q1 		$4.22M Sell
46,683
-40,059
-46% -$3.54M 0.23% 85
2022
Q4 		$7.35M Sell
86,742
-10,497
-11% -$896K 0.48% 44
2022
Q3 		$7.72M Sell
97,239
-2,919
-3% -$258K 0.56% 41
2022
Q2 		$8.4M Buy
100,158
+9,208
+10% +$841K 0.59% 35
2022
Q1 		$9.22M Buy
90,950
+20,445
+29% +$2.05M 0.56% 35
2021
Q4 		$7.61M Buy
70,505
+39,386
+127% +$4.13M 0.47% 41
2021
Q3 		$3.06M Buy
31,119
+1,804
+6% +$183K 0.23% 70
2021
Q2 		$2.89M Sell
29,315
-4,000
-12% -$383K 0.22% 75
2021
Q1 		$3.03M Buy
33,315
+4,973
+18% +$442K 0.26% 65
2020
Q4 		$2.44M Buy
28,342
+4,934
+21% +$401K 0.23% 66
2020
Q3 		$1.78M Buy
23,408
+5,386
+30% +$406K 0.2% 74
2020
Q2 		$1.26M Buy
18,022
+9,601
+114% +$632K 0.17% 80
2020
Q1 		$484K Buy
+8,421
New +$573K 0.08% 112

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

Avidian Wealth Enterprises's ESGU Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.08% in Q2 2026, buying an estimated $1.74K and bringing the position to 13,232 shares worth $2.17M. The position accounts for 0.06% of the portfolio, ranked #198.

Avidian Wealth Enterprises first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.22M in Q1 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Avidian Wealth Enterprises held 13,232 shares of iShares ESG Aware MSCI USA ETF worth $2.17M as of Q2 2026.
  • Avidian Wealth Enterprises bought 11 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.74K.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #198 holding.
  • Avidian Wealth Enterprises first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • Avidian Wealth Enterprises's iShares ESG Aware MSCI USA ETF position peaked at $9.22M in Q1 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.