Elevation Wealth Partners
ESGU icon

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
Q3 		$4.75M Buy
28,460
+3,452
+14% +$575K 1.33% 19
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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elevation Wealth Partners's ESGU Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 14% in Q3 2026, buying an estimated $575K and bringing the position to 28,460 shares worth $4.75M. The position accounts for 1.33% of the portfolio, ranked #19.

Elevation Wealth Partners first reported a position in ESGU in Q1 2023 and has held it in 15 quarters since. The position peaked at $5.31M in Q4 2024. 314 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Elevation Wealth Partners held 28,460 shares of iShares ESG Aware MSCI USA ETF worth $4.75M as of Q3 2026.
  • Elevation Wealth Partners bought 3,452 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $575K.
  • iShares ESG Aware MSCI USA ETF made up 1.33% of Elevation Wealth Partners's portfolio in Q3 2026, its #19 holding.
  • Elevation Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $5.31M in Q4 2024.
  • 314 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.