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 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

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

Curry Webb Wealth Management's ESGU Position: Q2 2026 in Review

Curry Webb Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.07% in Q2 2026, buying an estimated $158 and bringing the position to 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 3 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Curry Webb Wealth Management held 1,500 shares of iShares ESG Aware MSCI USA ETF worth $245K as of Q2 2026.
Curry Webb Wealth Management bought 1 iShares ESG Aware MSCI USA ETF share in Q2 2026, an estimated $158.
iShares ESG Aware MSCI USA ETF made up 0.1% of Curry Webb Wealth Management's portfolio in Q2 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 3 quarters since.
868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Curry Webb Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.