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

Centurion 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
Q1 		– Sell
-1,515
Closed -$226K – 326
2025
Q4 		$226K Buy
1,515
+90
+6% +$13.3K 0.05% 279
2025
Q3 		$207K Buy
+1,425
New +$200K 0.05% 282
2025
Q2 		– Sell
-1,848
Closed -$238K – 240
2025
Q1 		$238K Hold
1,848
– – 0.07% 182
2024
Q4 		$238K Sell
1,848
-248
-12% -$32.1K 0.07% 182
2024
Q3 		$264K Buy
+2,096
New +$255K 0.08% 167
2024
Q1 		$373K Sell
3,246
-623
-16% -$68.3K 0.15% 103
2023
Q4 		$406K Buy
3,869
+1,125
+41% +$110K 0.17% 96
2023
Q3 		$258K Sell
2,744
-303
-10% -$29.7K 0.13% 114
2023
Q2 		$297K Buy
3,047
+435
+17% +$40.2K 0.14% 111
2023
Q1 		$236K Sell
2,612
-587
-18% -$51.9K 0.12% 128
2022
Q4 		$271K Buy
+3,199
New +$273K 0.15% 113

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Centurion Wealth Management's ESGU Position: Q1 2026 in Review

Centurion Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 1,515 shares — an estimated $226K sold.

Centurion Wealth Management first reported a position in ESGU in Q4 2022 and held it in 11 quarters. The position peaked at $406K in Q4 2023. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Centurion Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 1,515 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $226K.
  • Centurion Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 11 quarters.
  • Centurion Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $406K in Q4 2023.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Centurion Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.