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

DWR 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 		$400K Buy
2,463
+75
+3% +$11.9K 0.3% 38
2026
Q1 		$328K Buy
+2,388
New +$353K 0.29% 40

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

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

DWR Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.1% in Q2 2026, buying an estimated $11.9K and bringing the position to 2,463 shares worth $400K. The position accounts for 0.3% of the portfolio, ranked #38.

DWR Wealth Management first reported a position in ESGU in Q1 2026 and has held it in 2 quarters since. 277 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • DWR Wealth Management held 2,463 shares of iShares ESG Aware MSCI USA ETF worth $400K as of Q2 2026.
  • DWR Wealth Management bought 75 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $11.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.3% of DWR Wealth Management's portfolio in Q2 2026, its #38 holding.
  • DWR Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2026 and has held it in 2 quarters since.
  • 277 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.