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Drucker Wealth 3.0’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Drucker Wealth 3.0’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 		$314K Sell
1,920
-385
-17% -$60.9K 0.05% 222
2026
Q1 		$326K Buy
2,305
+33
+1% +$4.88K 0.06% 197
2025
Q4 		$338K Buy
2,272
+188
+9% +$27.8K 0.06% 196
2025
Q3 		$303K Buy
2,084
+226
+12% +$31.7K 0.05% 202
2025
Q2 		$253K Sell
1,858
-306
-14% -$38.2K 0.05% 203
2025
Q1 		$264K Sell
2,164
-73
-3% -$9.4K 0.06% 143
2024
Q4 		$288K Buy
2,237
+153
+7% +$19.8K 0.07% 133
2024
Q3 		$263K Buy
2,084
+235
+13% +$28.5K 0.06% 135
2024
Q2 		$221K Buy
+1,849
New +$212K 0.06% 142

Other funds holding ESGU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Drucker Wealth 3.0's ESGU Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 17% in Q2 2026, selling an estimated $60.9K and leaving 1,920 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #222.

Drucker Wealth 3.0 first reported a position in ESGU in Q2 2024 and has held it in 9 quarters since. The position peaked at $338K in Q4 2025. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Drucker Wealth 3.0 held 1,920 shares of iShares ESG Aware MSCI USA ETF worth $314K as of Q2 2026.
  • Drucker Wealth 3.0 sold 385 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $60.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of Drucker Wealth 3.0's portfolio in Q2 2026, its #222 holding.
  • Drucker Wealth 3.0 first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
  • Drucker Wealth 3.0's iShares ESG Aware MSCI USA ETF position peaked at $338K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.