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

Curry Webb 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 Q3	$245K	Hold	1,500	–	–	0.1%	60
2026 Q2	$245K	Buy	1,500 +1	+0.1%	+$158	0.1%	60
2026 Q1	$212K	Buy	1,499 +1	+0.1%	+$148	0.1%	61
2025 Q4	$223K	Buy	+1,498	New	+$221K	0.11%	65

Other funds holding ESGU

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Curry Webb Wealth Management's ESGU Position: Q3 2026 in Review

Curry Webb Wealth Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 1,500 shares worth $245K. The position accounts for 0.1% of the portfolio, ranked #60.

Curry Webb Wealth Management first reported a position in ESGU in Q4 2025 and has held it in 4 quarters since. 796 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Curry Webb Wealth Management held 1,500 shares of iShares ESG Aware MSCI USA ETF worth $245K as of Q3 2026.
Curry Webb Wealth Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
iShares ESG Aware MSCI USA ETF made up 0.1% of Curry Webb Wealth Management's portfolio in Q3 2026, its #60 holding.
Curry Webb Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 4 quarters since.
796 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Curry Webb Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.