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

BKM 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 Q1	$269K	Hold	1,900	–	–	0.1%	131
2025 Q4	$283K	Hold	1,900	–	–	0.1%	130
2025 Q3	$277K	Hold	1,900	–	–	0.1%	132
2025 Q2	$257K	Hold	1,900	–	–	0.1%	138
2025 Q1	$232K	Sell	1,900 -488	-20%	-$62.8K	0.1%	144
2024 Q4	$308K	Hold	2,388	–	–	0.13%	132
2024 Q3	$301K	Hold	2,388	–	–	0.12%	132
2024 Q2	$285K	Hold	2,388	–	–	0.14%	129
2024 Q1	$275K	Hold	2,388	–	–	0.12%	136
2023 Q4	$251K	Buy	+2,388	New	+$234K	0.11%	142

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BKM Wealth Management's ESGU Position: Q1 2026 in Review

BKM Wealth Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 1,900 shares worth $269K. The position accounts for 0.1% of the portfolio, ranked #131.

BKM Wealth Management first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. The position peaked at $308K in Q4 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

BKM Wealth Management held 1,900 shares of iShares ESG Aware MSCI USA ETF worth $269K as of Q1 2026.
BKM Wealth Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up 0.1% of BKM Wealth Management's portfolio in Q1 2026, its #131 holding.
BKM Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $308K in Q4 2024.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.