Emergent Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Emergent Wealth Advisors’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	$536K	Sell	3,275 -346	-10%	-$54.7K	0.28%	62
2026 Q1	$512K	Sell	3,621 -490	-12%	-$72.5K	0.3%	58
2025 Q4	$612K	Buy	4,111 +22	+0.5%	+$3.25K	0.34%	63
2025 Q3	$595K	Sell	4,089 -76	-2%	-$10.6K	0.35%	59
2025 Q2	$563K	Buy	4,165 +166	+4%	+$20.7K	0.36%	55
2025 Q1	$488K	Sell	3,999 -307	-7%	-$39.5K	0.35%	54
2024 Q4	$553K	Sell	4,306 -7	-0.2%	-$907	0.4%	48
2024 Q3	$544K	Sell	4,313 -1,861	-30%	-$226K	0.4%	50
2024 Q2	$737K	Buy	6,174 +241	+4%	+$27.7K	0.59%	35
2024 Q1	$681K	Sell	5,933 -11,721	-66%	-$1.28M	0.59%	33
2023 Q4	$1.85M	Buy	+17,654	New	+$1.73M	1.73%	14

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

Emergent Wealth Advisors's ESGU Position: Q2 2026 in Review

Emergent Wealth Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 9.6% in Q2 2026, selling an estimated $54.7K and leaving 3,275 shares worth $536K. The position accounts for 0.28% of the portfolio, ranked #62.

Emergent Wealth Advisors first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.85M in Q4 2023. 860 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Emergent Wealth Advisors held 3,275 shares of iShares ESG Aware MSCI USA ETF worth $536K as of Q2 2026.
Emergent Wealth Advisors sold 346 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $54.7K.
iShares ESG Aware MSCI USA ETF made up 0.28% of Emergent Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Emergent Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
Emergent Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.85M in Q4 2023.
860 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.