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

Bravera Wealth’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 		$96.7K Hold
591
– – 0.04% 148
2026
Q1 		$83.6K Hold
591
– – 0.04% 164
2025
Q4 		$88K Buy
+591
New +$87.4K 0.04% 149

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
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
I
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
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
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

Bravera Wealth's ESGU Position: Q2 2026 in Review

Bravera Wealth held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 591 shares worth $96.7K. The position accounts for 0.04% of the portfolio, ranked #148.

Bravera Wealth first reported a position in ESGU in Q4 2025 and has held it in 3 quarters since. 286 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Bravera Wealth held 591 shares of iShares ESG Aware MSCI USA ETF worth $96.7K as of Q2 2026.
  • Bravera Wealth left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Bravera Wealth's portfolio in Q2 2026, its #148 holding.
  • Bravera Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • 286 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.