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

Elevation Wealth Partners’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	$4.09M	Buy	25,008 +389	+2%	+$61.5K	1.23%	20
2026 Q1	$3.48M	Buy	24,619 +73	+0.3%	+$10.8K	1.25%	19
2025 Q4	$3.66M	Buy	24,546 +387	+2%	+$57.2K	1.3%	18
2025 Q3	$3.52M	Buy	24,159 +421	+2%	+$59K	1.27%	18
2025 Q2	$3.21M	Sell	23,738 -18,170	-43%	-$2.27M	1.27%	18
2025 Q1	$5.11M	Buy	41,908 +661	+2%	+$85.1K	2.21%	9
2024 Q4	$5.31M	Buy	41,247 +10,502	+34%	+$1.36M	2.24%	9
2024 Q3	$3.88M	Buy	30,745 +5,988	+24%	+$727K	1.67%	14
2024 Q2	$2.95M	Buy	24,757 +5,624	+29%	+$646K	1.4%	16
2024 Q1	$2.2M	Buy	19,133 +6,593	+53%	+$722K	1.1%	24
2023 Q4	$1.18M	Hold	12,540	–	–	0.71%	30
2023 Q3	$1.18M	Buy	12,540 +288	+2%	+$28.2K	1.02%	21
2023 Q2	$1.19M	Buy	12,252 +5,243	+75%	+$484K	1.01%	21
2023 Q1	$634K	Buy	+7,009	New	+$620K	0.58%	29

Other funds holding ESGU

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Elevation Wealth Partners's ESGU Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.6% in Q2 2026, buying an estimated $61.5K and bringing the position to 25,008 shares worth $4.09M. The position accounts for 1.23% of the portfolio, ranked #20.

Elevation Wealth Partners first reported a position in ESGU in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.31M in Q4 2024. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Elevation Wealth Partners held 25,008 shares of iShares ESG Aware MSCI USA ETF worth $4.09M as of Q2 2026.
Elevation Wealth Partners bought 389 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $61.5K.
iShares ESG Aware MSCI USA ETF made up 1.23% of Elevation Wealth Partners's portfolio in Q2 2026, its #20 holding.
Elevation Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $5.31M in Q4 2024.
149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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