Bernardo Wealth Planning’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bernardo Wealth Planning’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	$211K	Buy	+1,287	New	+$203K	0.04%	133
2022 Q2	–	Sell	-60,761	Closed	-$6.16M	–	87
2022 Q1	$6.16M	Buy	60,761 +1,487	+3%	+$149K	3.06%	11
2021 Q4	$6.39M	Buy	59,274 +1,237	+2%	+$130K	3.12%	11
2021 Q3	$5.71M	Sell	58,037 -975	-2%	-$98.8K	3.32%	9
2021 Q2	$5.81M	Buy	59,012 +5,605	+10%	+$536K	3.49%	8
2021 Q1	$4.85M	Buy	53,407 +1,283	+2%	+$114K	3.09%	10
2020 Q4	$4.48M	Buy	52,124 +3,062	+6%	+$249K	1.73%	13
2020 Q3	$3.74M	Buy	49,062 +505	+1%	+$38K	1.68%	13
2020 Q2	$3.4M	Buy	48,557 +4,185	+9%	+$276K	1.82%	14
2020 Q1	$2.55M	Buy	+44,372	New	+$3.02M	1.77%	12

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bernardo Wealth Planning's ESGU Position: Q2 2026 in Review

Bernardo Wealth Planning opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 1,287 shares worth $211K. The stake represents 0.04% of the portfolio and ranks #133 among its holdings. This is a return to the name: Bernardo Wealth Planning previously reported a position in ESGU as recently as Q1 2022.

Bernardo Wealth Planning first reported a position in ESGU in Q1 2020 and has held it in 10 quarters since. The position peaked at $6.39M in Q4 2021. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Bernardo Wealth Planning held 1,287 shares of iShares ESG Aware MSCI USA ETF worth $211K as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new Bernardo Wealth Planning position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.04% of Bernardo Wealth Planning's portfolio in Q2 2026, its #133 holding.
Bernardo Wealth Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 10 quarters since.
Bernardo Wealth Planning's iShares ESG Aware MSCI USA ETF position peaked at $6.39M in Q4 2021.
862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.