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

Baker Tilly 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 		$385K Hold
2,354
– – 0.08% 195
2026
Q1 		$333K Hold
2,354
– – 0.08% 201
2025
Q4 		$351K Hold
2,354
– – 0.09% 198
2025
Q3 		$343K Hold
2,354
– – 0.08% 194
2025
Q2 		$319K Sell
2,354
-29
-1% -$3.62K 0.11% 179
2025
Q1 		$291K Sell
2,383
-69
-3% -$8.89K 0.11% 191
2024
Q4 		$316K Sell
2,452
-1,706
-41% -$221K 0.12% 183
2024
Q3 		$525K Sell
4,158
-1,033
-20% -$125K 0.23% 110
2024
Q2 		$619K Sell
5,191
-10,523
-67% -$1.21M 0.25% 97
2024
Q1 		$1.81M Sell
15,714
-4,635
-23% -$508K 0.33% 69
2023
Q4 		$2.14M Sell
20,349
-607
-3% -$59.4K 0.35% 61
2023
Q3 		$1.97M Sell
20,956
-11,116
-35% -$1.09M 0.32% 69
2023
Q2 		$3.13M Buy
32,072
+378
+1% +$34.9K 0.33% 68
2023
Q1 		$2.87M Sell
31,694
-19,450
-38% -$1.72M 0.32% 68
2022
Q4 		$4.33M Buy
51,144
+2,823
+6% +$241K 0.53% 45
2022
Q3 		$3.84M Buy
48,321
+1,148
+2% +$102K 0.52% 41
2022
Q2 		$3.96M Sell
47,173
-2,517
-5% -$230K 0.52% 45
2022
Q1 		$5.04M Buy
49,690
+8,338
+20% +$835K 0.56% 37
2021
Q4 		$4.46M Buy
41,352
+1,175
+3% +$123K 0.48% 42
2021
Q3 		$3.96M Buy
40,177
+5,982
+17% +$606K 0.52% 37
2021
Q2 		$3.37M Buy
34,195
+5,291
+18% +$506K 0.54% 37
2021
Q1 		$2.63M Sell
28,904
-392
-1% -$34.8K 0.54% 39
2020
Q4 		$2.52M Buy
+29,296
New +$2.38M 0.78% 26

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

Baker Tilly Wealth Management's ESGU Position: Q2 2026 in Review

Baker Tilly Wealth Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,354 shares worth $385K. The position accounts for 0.08% of the portfolio, ranked #195.

Baker Tilly Wealth Management first reported a position in ESGU in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.04M in Q1 2022. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Baker Tilly Wealth Management held 2,354 shares of iShares ESG Aware MSCI USA ETF worth $385K as of Q2 2026.
  • Baker Tilly Wealth Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Baker Tilly Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $5.04M in Q1 2022.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.