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

Concord Wealth Partners’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	$36.3K	Buy	+222	New	+$35.1K	﹤0.01%	405
2026 Q1	–	Sell	-222	Closed	-$33.1K	–	371
2025 Q4	$33.1K	Hold	222	–	–	﹤0.01%	379
2025 Q3	$32.3K	Hold	222	–	–	﹤0.01%	398
2025 Q2	$30K	Hold	222	–	–	﹤0.01%	407
2025 Q1	$27.1K	Hold	222	–	–	﹤0.01%	398
2024 Q4	$28.6K	Hold	222	–	–	﹤0.01%	410
2024 Q3	$28K	Hold	222	–	–	﹤0.01%	422
2024 Q2	$26.5K	Sell	222 -163	-42%	-$18.7K	﹤0.01%	388
2024 Q1	$44.3K	Sell	385 -1,253	-76%	-$137K	0.01%	369
2023 Q4	$172K	Sell	1,638 -314	-16%	-$30.8K	0.03%	217
2023 Q3	$183K	Sell	1,952 -11	-0.6%	-$1.08K	0.04%	206
2023 Q2	$191K	Buy	1,963 +991	+102%	+$91.5K	0.04%	200
2023 Q1	$87.9K	Sell	972 -1,082	-53%	-$95.7K	0.02%	268
2022 Q4	$174K	Sell	2,054 -1,611	-44%	-$137K	0.05%	174
2022 Q3	$291K	Sell	3,665 -1,675	-31%	-$148K	0.09%	125
2022 Q2	$448K	Buy	5,340 +222	+4%	+$20.3K	0.12%	111
2022 Q1	$519K	Buy	5,118 +181	+4%	+$18.1K	0.13%	101
2021 Q4	$533K	Buy	+4,937	New	+$518K	0.13%	94

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Concord Wealth Partners's ESGU Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 222 shares worth $36.3K. The stake represents ﹤0.01% of the portfolio and ranks #405 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ESGU as recently as Q4 2025.

Concord Wealth Partners first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $533K in Q4 2021. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Concord Wealth Partners held 222 shares of iShares ESG Aware MSCI USA ETF worth $36.3K as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new Concord Wealth Partners position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #405 holding.
Concord Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
Concord Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $533K in Q4 2021.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.