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Elwood & Goetz Wealth Advisory Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$445K Buy
2,721
+45
+2% +$7.12K 0.07% 94
2026
Q1 		$378K Buy
2,676
+237
+10% +$35.1K 0.06% 87
2025
Q4 		$363K Buy
+2,439
New +$361K 0.06% 85

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's ESGU Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.7% in Q2 2026, buying an estimated $7.12K and bringing the position to 2,721 shares worth $445K. The position accounts for 0.07% of the portfolio, ranked #94.

Elwood & Goetz Wealth Advisory Group first reported a position in ESGU in Q4 2025 and has held it in 3 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 2,721 shares of iShares ESG Aware MSCI USA ETF worth $445K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 45 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $7.12K.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #94 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.