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

Bernard 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 		$22.9K Hold
140
– – 0.01% 185
2026
Q1 		$19.8K Hold
140
– – 0.01% 188
2025
Q4 		$20.9K Hold
140
– – 0.01% 185
2025
Q3 		$20.4K Hold
140
– – 0.01% 183
2025
Q2 		$18.9K Hold
140
– – 0.01% 180
2025
Q1 		$17.1K Hold
140
– – 0.01% 195
2024
Q4 		$18K Buy
+140
New +$18.1K 0.01% 186

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

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

Bernard Wealth Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 140 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #185.

Bernard Wealth Management first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Bernard Wealth Management held 140 shares of iShares ESG Aware MSCI USA ETF worth $22.9K as of Q2 2026.
  • Bernard Wealth Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Bernard Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.