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

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

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. 866 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.
866 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.