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Empirical Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Empirical Wealth Management’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 		$11M Buy
67,340
+60
+0.1% +$9.49K 0.16% 101
2026
Q1 		$9.51M Buy
67,280
+4,807
+8% +$711K 0.16% 104
2025
Q4 		$9.31M Sell
62,473
-1,403
-2% -$207K 0.17% 101
2025
Q3 		$9.3M Sell
63,876
-548
-0.9% -$76.7K 0.19% 98
2025
Q2 		$8.72M Buy
64,424
+6,332
+11% +$790K 0.2% 98
2025
Q1 		$7.08M Sell
58,092
-455
-0.8% -$58.6K 0.18% 103
2024
Q4 		$7.54M Sell
58,547
-2,372
-4% -$307K 0.2% 96
2024
Q3 		$7.69M Sell
60,919
-249
-0.4% -$30.2K 0.22% 94
2024
Q2 		$7.3M Sell
61,168
-333
-0.5% -$38.2K 0.22% 88
2024
Q1 		$7.07M Sell
61,501
-842
-1% -$92.3K 0.21% 90
2023
Q4 		$6.54M Buy
62,343
+154
+0.2% +$15.1K 0.22% 92
2023
Q3 		$5.84M Buy
62,189
+1,784
+3% +$175K 0.23% 90
2023
Q2 		$5.89M Buy
60,405
+12,089
+25% +$1.12M 0.24% 87
2023
Q1 		$4.37M Buy
48,316
+3,165
+7% +$280K 0.19% 92
2022
Q4 		$3.83M Buy
45,151
+1,849
+4% +$158K 0.18% 92
2022
Q3 		$3.44M Buy
43,302
+3,899
+10% +$345K 0.18% 93
2022
Q2 		$3.31M Buy
39,403
+22,510
+133% +$2.06M 0.17% 92
2022
Q1 		$1.71M Sell
16,893
-4,604
-21% -$461K 0.09% 147
2021
Q4 		$2.32M Buy
21,497
+10,207
+90% +$1.07M 0.12% 116
2021
Q3 		$1.11M Sell
11,290
-65
-0.6% -$6.59K 0.06% 175
2021
Q2 		$1.12M Buy
11,355
+1,006
+10% +$96.2K 0.07% 173
2021
Q1 		$940K Buy
10,349
+4,859
+89% +$432K 0.08% 163
2020
Q4 		$472K Buy
5,490
+660
+14% +$53.6K 0.04% 254
2020
Q3 		$368K Buy
4,830
+110
+2% +$8.29K 0.03% 255
2020
Q2 		$330K Buy
+4,720
New +$311K 0.03% 264

Other funds holding ESGU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Empirical Wealth Management's ESGU Position: Q2 2026 in Review

Empirical Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.09% in Q2 2026, buying an estimated $9.49K and bringing the position to 67,340 shares worth $11M. The position accounts for 0.16% of the portfolio, ranked #101.

Empirical Wealth Management first reported a position in ESGU in Q2 2020 and has held it in 25 quarters since. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Empirical Wealth Management held 67,340 shares of iShares ESG Aware MSCI USA ETF worth $11M as of Q2 2026.
  • Empirical Wealth Management bought 60 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $9.49K.
  • iShares ESG Aware MSCI USA ETF made up 0.16% of Empirical Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Empirical Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 25 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.