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 Q3	$317K	Hold	1,900	–	–	0.1%	127
2026 Q2	$311K	Hold	1,900	–	–	0.11%	125
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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

BKM Wealth Management's ESGU Position: Q3 2026 in Review

BKM Wealth Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 1,900 shares worth $317K. The position accounts for 0.1% of the portfolio, ranked #127.

BKM Wealth Management first reported a position in ESGU in Q4 2023 and has held it in 12 quarters since. 271 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

BKM Wealth Management held 1,900 shares of iShares ESG Aware MSCI USA ETF worth $317K as of Q3 2026.
BKM Wealth Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
iShares ESG Aware MSCI USA ETF made up 0.1% of BKM Wealth Management's portfolio in Q3 2026, its #127 holding.
BKM Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 12 quarters since.
271 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.