BTWM
ESGU icon

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
Q3 		$393K Hold
2,354
– – 0.08% 191
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Baker Tilly Wealth Management's ESGU Position: Q3 2026 in Review

Baker Tilly Wealth Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 2,354 shares worth $393K. The position accounts for 0.08% of the portfolio, ranked #191.

Baker Tilly Wealth Management first reported a position in ESGU in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.04M in Q1 2022. 40 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Baker Tilly Wealth Management held 2,354 shares of iShares ESG Aware MSCI USA ETF worth $393K as of Q3 2026.
  • Baker Tilly Wealth Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #191 holding.
  • Baker Tilly Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $5.04M in Q1 2022.
  • 40 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.