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

Destination 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 		$613K Buy
3,745
+219
+6% +$34.6K 0.01% 203
2026
Q1 		$499K Sell
3,526
-263
-7% -$38.9K 0.01% 205
2025
Q4 		$564K Buy
3,789
+448
+13% +$66.2K 0.01% 181
2025
Q3 		$486K Buy
3,341
+43
+1% +$6.02K 0.01% 184
2025
Q2 		$446K Buy
3,298
+41
+1% +$5.12K 0.01% 186
2025
Q1 		$397K Buy
3,257
+44
+1% +$5.67K 0.01% 182
2024
Q4 		$414K Sell
3,213
-62
-2% -$8.03K 0.01% 172
2024
Q3 		$413K Sell
3,275
-33
-1% -$4.01K 0.01% 175
2024
Q2 		$395K Sell
3,308
-101
-3% -$11.6K 0.01% 157
2024
Q1 		$392K Buy
3,409
+14
+0.4% +$1.53K 0.01% 156
2023
Q4 		$356K Buy
3,395
+434
+15% +$42.5K 0.01% 161
2023
Q3 		$278K Sell
2,961
-1,091
-27% -$107K 0.01% 169
2023
Q2 		$395K Sell
4,052
-151
-4% -$13.9K 0.01% 156
2023
Q1 		$380K Buy
+4,203
New +$372K 0.01% 155
2022
Q4 		– Sell
-3,681
Closed -$292K – 203
2022
Q3 		$292K Buy
3,681
+596
+19% +$52.8K 0.01% 160
2022
Q2 		$259K Sell
3,085
-431
-12% -$39.4K 0.01% 175
2022
Q1 		$356K Sell
3,516
-22
-0.6% -$2.2K 0.01% 149
2021
Q4 		$382K Sell
3,538
-5
-0.1% -$525 0.01% 155
2021
Q3 		$349K Buy
3,543
+91
+3% +$9.22K 0.01% 139
2021
Q2 		$340K Buy
+3,452
New +$330K 0.01% 149

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Destination Wealth Management's ESGU Position: Q2 2026 in Review

Destination Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.2% in Q2 2026, buying an estimated $34.6K and bringing the position to 3,745 shares worth $613K. The position accounts for 0.01% of the portfolio, ranked #203.

Destination Wealth Management first reported a position in ESGU in Q2 2021 and has held it in 20 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Destination Wealth Management held 3,745 shares of iShares ESG Aware MSCI USA ETF worth $613K as of Q2 2026.
  • Destination Wealth Management bought 219 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $34.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Destination Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and has held it in 20 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.