Braun-Bostich & Associates’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Braun-Bostich & Associates’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	$284K	Sell	1,733 -43	-2%	-$6.8K	0.16%	99
2026 Q1	$251K	Buy	1,776 +7	+0.4%	+$1.04K	0.16%	101
2025 Q4	$264K	Buy	1,769 +51	+3%	+$7.54K	0.16%	97
2025 Q3	$250K	Buy	+1,718	New	+$241K	0.16%	102
2020 Q4	–	Sell	-340	Closed	-$26K	–	112
2020 Q3	$26K	Hold	340	–	–	0.03%	190
2020 Q2	$24K	Sell	340 -15,218	-98%	-$1M	0.02%	155
2020 Q1	$857K	Buy	15,558 +15,218	+4,476%	+$1.04M	1.09%	18
2019 Q4	$24K	Buy	+340	New	+$23.1K	0.02%	179
2019 Q2	–	Sell	-431	Closed	-$27K	–	321
2019 Q1	$27K	Hold	431	–	–	0.03%	225
2018 Q4	$24K	Buy	+431	New	+$25.5K	0.03%	215

Other funds holding ESGU

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

IMPACTfolio Denver, Colorado $266M AUM 18.48% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Braun-Bostich & Associates's ESGU Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.4% in Q2 2026, selling an estimated $6.8K and leaving 1,733 shares worth $284K. The position accounts for 0.16% of the portfolio, ranked #99.

Braun-Bostich & Associates first reported a position in ESGU in Q4 2018 and has held it in 10 quarters since. The position peaked at $857K in Q1 2020. 394 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Braun-Bostich & Associates held 1,733 shares of iShares ESG Aware MSCI USA ETF worth $284K as of Q2 2026.
Braun-Bostich & Associates sold 43 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $6.8K.
iShares ESG Aware MSCI USA ETF made up 0.16% of Braun-Bostich & Associates's portfolio in Q2 2026, its #99 holding.
Braun-Bostich & Associates first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2018 and has held it in 10 quarters since.
Braun-Bostich & Associates's iShares ESG Aware MSCI USA ETF position peaked at $857K in Q1 2020.
394 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.