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Basecamp Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Basecamp Wealth Advisors’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 		$763K Hold
4,660
– – 0.14% 83
2026
Q1 		$659K Buy
4,660
+1,060
+29% +$157K 0.14% 86
2025
Q4 		$536K Buy
+3,600
New +$532K 0.11% 103

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

Basecamp Wealth Advisors's ESGU Position: Q2 2026 in Review

Basecamp Wealth Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 4,660 shares worth $763K. The position accounts for 0.14% of the portfolio, ranked #83.

Basecamp Wealth Advisors first reported a position in ESGU in Q4 2025 and has held it in 3 quarters since. 856 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Basecamp Wealth Advisors held 4,660 shares of iShares ESG Aware MSCI USA ETF worth $763K as of Q2 2026.
  • Basecamp Wealth Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.14% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • Basecamp Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • 856 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.