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

Element Wealth’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	$215K	Buy	+1,315	New	+$208K	0.08%	201
2025 Q1	–	Sell	-1,315	Closed	-$169K	–	183
2024 Q4	$169K	Hold	1,315	–	–	0.09%	162
2024 Q3	$166K	Sell	1,315 -20	-1%	-$2.43K	0.09%	156
2024 Q2	$159K	Hold	1,335	–	–	0.09%	149
2024 Q1	$153K	Buy	1,335 +20	+2%	+$2.19K	0.09%	150
2023 Q4	$138K	Hold	1,315	–	–	0.09%	144
2023 Q3	$123K	Hold	1,315	–	–	0.09%	139
2023 Q2	$128K	Buy	1,315 +135	+11%	+$12.5K	0.09%	139
2023 Q1	$107K	Sell	1,180 -136	-10%	-$12K	0.08%	139
2022 Q4	$112K	Buy	+1,316	New	+$112K	0.09%	132
2022 Q2	–	Sell	-1,308	Closed	-$133K	–	193
2022 Q1	$133K	Hold	1,308	–	–	0.11%	125
2021 Q4	$141K	Hold	1,308	–	–	0.11%	113
2021 Q3	$129K	Hold	1,308	–	–	0.1%	108
2021 Q2	$129K	Buy	+1,308	New	+$125K	0.1%	104

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

Element Wealth's ESGU Position: Q2 2026 in Review

Element Wealth opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 1,315 shares worth $215K. The stake represents 0.08% of the portfolio and ranks #201 among its holdings. This is a return to the name: Element Wealth previously reported a position in ESGU as recently as Q4 2024.

Element Wealth first reported a position in ESGU in Q2 2021 and has held it in 14 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Element Wealth held 1,315 shares of iShares ESG Aware MSCI USA ETF worth $215K as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new Element Wealth position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.08% of Element Wealth's portfolio in Q2 2026, its #201 holding.
Element Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and has held it in 14 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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