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

Buck Wealth Strategies’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 		$41.6K Buy
+254
New +$40.2K ﹤0.01% 365
2024
Q2 		– Sell
-3,308
Closed -$380K – 84
2024
Q1 		$380K Buy
+3,308
New +$362K 0.13% 65
2023
Q4 		– Sell
-14
Closed -$1.31K – 145
2023
Q3 		$1.31K Buy
+14
New +$1.37K ﹤0.01% 325

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Buck Wealth Strategies's ESGU Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 254 shares worth $41.6K. The stake represents ﹤0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in ESGU as recently as Q1 2024.

Buck Wealth Strategies first reported a position in ESGU in Q3 2023 and has held it in 3 quarters since. The position peaked at $380K in Q1 2024. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Buck Wealth Strategies held 254 shares of iShares ESG Aware MSCI USA ETF worth $41.6K as of Q2 2026.
  • iShares ESG Aware MSCI USA ETF was a new Buck Wealth Strategies position in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #365 holding.
  • Buck Wealth Strategies first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and has held it in 3 quarters since.
  • Buck Wealth Strategies's iShares ESG Aware MSCI USA ETF position peaked at $380K in Q1 2024.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.