AWM
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
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

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

Axxcess Wealth Management's ESGU Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 57,114 shares worth $9.35M. The stake represents 0.15% of the portfolio and ranks #139 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ESGU as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ESGU in Q4 2021 and has held it in 14 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Axxcess Wealth Management held 57,114 shares of iShares ESG Aware MSCI USA ETF worth $9.35M as of Q2 2026.
  • iShares ESG Aware MSCI USA ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.15% of Axxcess Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Axxcess Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 14 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.