Caliber Wealth Management (Kansas)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Caliber Wealth Management (Kansas)’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	$1.74M	Sell	10,657 -53	-0.5%	-$8.38K	0.17%	109
2026 Q1	$1.51M	Sell	10,710 -1,197	-10%	-$177K	0.17%	107
2025 Q4	$1.77M	Buy	11,907 +154	+1%	+$22.8K	0.19%	100
2025 Q3	$1.71M	Sell	11,753 -963	-8%	-$135K	0.19%	103
2025 Q2	$1.72M	Sell	12,716 -1,304	-9%	-$163K	0.18%	111
2025 Q1	$1.71M	Buy	+14,020	New	+$1.81M	0.23%	99

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 $43.3B AUM 29.3% 1-Year Est. Return

ATPW

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

Caliber Wealth Management (Kansas)'s ESGU Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.49% in Q2 2026, selling an estimated $8.38K and leaving 10,657 shares worth $1.74M. The position accounts for 0.17% of the portfolio, ranked #109.

Caliber Wealth Management (Kansas) first reported a position in ESGU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.77M in Q4 2025. 359 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Caliber Wealth Management (Kansas) held 10,657 shares of iShares ESG Aware MSCI USA ETF worth $1.74M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 53 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $8.38K.
iShares ESG Aware MSCI USA ETF made up 0.17% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #109 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s iShares ESG Aware MSCI USA ETF position peaked at $1.77M in Q4 2025.
359 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.