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

Elevate Wealth Advisory’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	$18K	Sell	110 -66	-38%	-$10.4K	0.01%	114
2026 Q1	$24.9K	Hold	176	–	–	0.02%	105
2025 Q4	$26.2K	Hold	176	–	–	0.02%	101
2025 Q3	$25.6K	Hold	176	–	–	0.02%	101
2025 Q2	$23.8K	Hold	176	–	–	0.02%	113
2025 Q1	$21.5K	Hold	176	–	–	0.02%	108
2024 Q4	$22.7K	Hold	176	–	–	0.02%	99
2024 Q3	$22.2K	Hold	176	–	–	0.02%	102
2024 Q2	$21K	Hold	176	–	–	0.02%	96
2024 Q1	$20.2K	Hold	176	–	–	0.02%	93
2023 Q4	$18.5K	Buy	+176	New	+$17.2K	0.02%	96

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

Elevate Wealth Advisory's ESGU Position: Q2 2026 in Review

Elevate Wealth Advisory reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 38% in Q2 2026, selling an estimated $10.4K and leaving 110 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #114.

Elevate Wealth Advisory first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.2K in Q4 2025. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Elevate Wealth Advisory held 110 shares of iShares ESG Aware MSCI USA ETF worth $18K as of Q2 2026.
Elevate Wealth Advisory sold 66 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $10.4K.
iShares ESG Aware MSCI USA ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q2 2026, its #114 holding.
Elevate Wealth Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
Elevate Wealth Advisory's iShares ESG Aware MSCI USA ETF position peaked at $26.2K in Q4 2025.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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