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

BCU 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	$381K	Sell	2,326 -946	-29%	-$150K	0.13%	47
2026 Q1	$463K	Hold	3,272	–	–	0.17%	39
2025 Q4	$487K	Buy	3,272 +49	+2%	+$7.25K	0.19%	39
2025 Q3	$469K	Buy	3,223 +6	+0.2%	+$840	0.19%	40
2025 Q2	$435K	Buy	3,217 +6	+0.2%	+$749	0.2%	39
2025 Q1	$391K	Buy	3,211 +10	+0.3%	+$1.29K	0.2%	34
2024 Q4	$412K	Buy	3,201 +42	+1%	+$5.44K	0.24%	34
2024 Q3	$399K	Buy	3,159 +8	+0.3%	+$971	0.24%	34
2024 Q2	$376K	Buy	3,151 +35	+1%	+$4.02K	0.28%	34
2024 Q1	$358K	Sell	3,116 -3,094	-50%	-$339K	0.3%	35
2023 Q4	$652K	Buy	+6,210	New	+$608K	0.71%	20

Other funds holding ESGU

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

BCU Wealth Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 29% in Q2 2026, selling an estimated $150K and leaving 2,326 shares worth $381K. The position accounts for 0.13% of the portfolio, ranked #47.

BCU Wealth Advisors first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. The position peaked at $652K in Q4 2023. 178 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

BCU Wealth Advisors held 2,326 shares of iShares ESG Aware MSCI USA ETF worth $381K as of Q2 2026.
BCU Wealth Advisors sold 946 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $150K.
iShares ESG Aware MSCI USA ETF made up 0.13% of BCU Wealth Advisors's portfolio in Q2 2026, its #47 holding.
BCU Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
BCU Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $652K in Q4 2023.
178 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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