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

Destiny 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 		$384K Sell
2,346
-3,460
-60% -$547K 0.05% 114
2026
Q1 		$821K Sell
5,806
-117
-2% -$17.3K 0.09% 109
2025
Q4 		$895K Hold
5,923
– – 0.1% 95
2025
Q3 		$862K Hold
5,923
– – 0.11% 95
2025
Q2 		$801K Sell
5,923
-112
-2% -$14K 0.11% 95
2025
Q1 		$736K Hold
6,035
– – 0.12% 93
2024
Q4 		$777K Sell
6,035
-100
-2% -$13K 0.13% 93
2024
Q3 		$774K Sell
6,135
-49
-0.8% -$5.95K 0.14% 90
2024
Q2 		$738K Hold
6,184
– – 0.13% 86
2024
Q1 		$711K Sell
6,184
-89
-1% -$9.75K 0.13% 83
2023
Q4 		$646K Hold
6,273
– – 0.12% 84
2023
Q3 		$589K Hold
6,273
– – 0.12% 88
2023
Q2 		$626K Sell
6,273
-611
-9% -$56.4K 0.12% 87
2023
Q1 		$623K Buy
6,884
+199
+3% +$17.6K 0.13% 86
2022
Q4 		$567K Sell
6,685
-1,368
-17% -$117K 0.12% 92
2022
Q3 		$639K Sell
8,053
-329
-4% -$29.1K 0.14% 85
2022
Q2 		$703K Hold
8,382
– – 0.15% 80
2022
Q1 		$850K Sell
8,382
-181
-2% -$18.1K 0.17% 79
2021
Q4 		$924K Hold
8,563
– – 0.18% 82
2021
Q3 		$843K Sell
8,563
-197
-2% -$20K 0.17% 83
2021
Q2 		$863K Sell
8,760
-81
-0.9% -$7.75K 0.17% 94
2021
Q1 		$803K Sell
8,841
-102
-1% -$9.07K 0.17% 81
2020
Q4 		$769K Buy
+8,943
New +$726K 0.16% 82

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

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

Destiny Wealth Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 60% in Q2 2026, selling an estimated $547K and leaving 2,346 shares worth $384K. The position accounts for 0.05% of the portfolio, ranked #114.

Destiny Wealth Partners first reported a position in ESGU in Q4 2020 and has held it in 23 quarters since. The position peaked at $924K in Q4 2021. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Destiny Wealth Partners held 2,346 shares of iShares ESG Aware MSCI USA ETF worth $384K as of Q2 2026.
  • Destiny Wealth Partners sold 3,460 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $547K.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of Destiny Wealth Partners's portfolio in Q2 2026, its #114 holding.
  • Destiny Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • Destiny Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $924K in Q4 2021.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.