Axxcess Wealth Management
ESGU icon

Axxcess Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Axxcess Wealth Management’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 		$2.11M Sell
12,649
-44,465
-78% -$7.4M 0.09% 238
2026
Q2 		$9.35M Buy
+57,114
New +$9.03M 0.15% 139
2026
Q1 		– Sell
-58,080
Closed -$8.65M – 584
2025
Q4 		$8.65M Buy
58,080
+43,935
+311% +$6.5M 0.15% 137
2025
Q3 		$2.06M Sell
14,145
-3,651
-21% -$511K 0.04% 303
2025
Q2 		$2.41M Sell
17,796
-1,548
-8% -$193K 0.06% 253
2025
Q1 		$2.36M Sell
19,344
-896
-4% -$115K 0.06% 239
2024
Q4 		$2.61M Buy
20,240
+3,370
+20% +$437K 0.06% 228
2024
Q3 		$2.13M Sell
16,870
-1,927
-10% -$234K 0.05% 251
2024
Q2 		$2.24M Buy
18,797
+1,565
+9% +$180K 0.06% 235
2024
Q1 		$1.98M Buy
17,232
+863
+5% +$94.6K 0.05% 254
2023
Q4 		$1.72M Sell
16,369
-1,187
-7% -$116K 0.05% 267
2023
Q3 		$1.65M Buy
+17,556
New +$1.72M 0.06% 233
2022
Q3 		– Sell
-2,622
Closed -$220K – 565
2022
Q2 		$220K Sell
2,622
-2,008
-43% -$183K 0.02% 476
2022
Q1 		$469K Sell
4,630
-2,526
-35% -$253K 0.04% 369
2021
Q4 		$772K Buy
+7,156
New +$751K 0.06% 267

Other funds holding ESGU

TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 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

Axxcess Wealth Management's ESGU Position: Q3 2026 in Review

Axxcess Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 78% in Q3 2026, selling an estimated $7.4M and leaving 12,649 shares worth $2.11M. The position accounts for 0.09% of the portfolio, ranked #238.

Axxcess Wealth Management first reported a position in ESGU in Q4 2021 and has held it in 15 quarters since. The position peaked at $9.35M in Q2 2026. 623 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Axxcess Wealth Management held 12,649 shares of iShares ESG Aware MSCI USA ETF worth $2.11M as of Q3 2026.
  • Axxcess Wealth Management sold 44,465 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $7.4M.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of Axxcess Wealth Management's portfolio in Q3 2026, its #238 holding.
  • Axxcess Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 15 quarters since.
  • Axxcess Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $9.35M in Q2 2026.
  • 623 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.