Avidian Wealth Enterprises
ESGU icon

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
Q3 		$2.13M Sell
12,793
-439
-3% -$73.1K 0.06% 209
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

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KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rock Creek Group
Rock Creek Group Washington, District of Columbia $1.04B AUM 6.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Avidian Wealth Enterprises's ESGU Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.3% in Q3 2026, selling an estimated $73.1K and leaving 12,793 shares worth $2.13M. The position accounts for 0.06% of the portfolio, ranked #209.

Avidian Wealth Enterprises first reported a position in ESGU in Q1 2020 and has held it in 27 quarters since. The position peaked at $9.22M in Q1 2022. 568 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Avidian Wealth Enterprises held 12,793 shares of iShares ESG Aware MSCI USA ETF worth $2.13M as of Q3 2026.
  • Avidian Wealth Enterprises sold 439 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $73.1K.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #209 holding.
  • Avidian Wealth Enterprises first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's iShares ESG Aware MSCI USA ETF position peaked at $9.22M in Q1 2022.
  • 568 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.