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

Diversify 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	$3.18M	Sell	19,626 -1,602	-8%	-$253K	0.05%	278
2026 Q1	$3.29M	Buy	21,228 +15,693	+284%	+$2.32M	0.06%	258
2025 Q4	$837K	Buy	+5,535	New	+$818K	0.04%	352
2025 Q3	–	Sell	-2,033	Closed	-$286K	–	545
2025 Q2	$286K	Sell	2,033 -102	-5%	-$12.7K	0.02%	464
2025 Q1	$258K	Buy	+2,135	New	+$275K	0.02%	455

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

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

Diversify Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 7.5% in Q2 2026, selling an estimated $253K and leaving 19,626 shares worth $3.18M. The position accounts for 0.05% of the portfolio, ranked #278.

Diversify Wealth Management first reported a position in ESGU in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.29M in Q1 2026. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Diversify Wealth Management held 19,626 shares of iShares ESG Aware MSCI USA ETF worth $3.18M as of Q2 2026.
Diversify Wealth Management sold 1,602 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $253K.
iShares ESG Aware MSCI USA ETF made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #278 holding.
Diversify Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 5 quarters since.
Diversify Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $3.29M in Q1 2026.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.