Envestnet Portfolio Solutions’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Envestnet Portfolio Solutions’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	$53.8M	Sell	328,566 -2,297	-0.7%	-$363K	0.26%	65
2026 Q1	$46.8M	Sell	330,863 -2,638	-0.8%	-$390K	0.26%	65
2025 Q4	$49.7M	Sell	333,501 -36,297	-10%	-$5.37M	0.17%	73
2025 Q3	$53.8M	Buy	369,798 +97,886	+36%	+$13.7M	0.2%	70
2025 Q2	$36.8M	Sell	271,912 -27,450	-9%	-$3.43M	0.14%	81
2025 Q1	$36.5M	Sell	299,362 -205,362	-41%	-$26.4M	0.14%	86
2024 Q4	$65M	Sell	504,724 -9,793	-2%	-$1.27M	0.21%	64
2024 Q3	$64.9M	Buy	514,517 +5,689	+1%	+$691K	0.21%	63
2024 Q2	$60.7M	Sell	508,828 -248,978	-33%	-$28.6M	0.21%	64
2024 Q1	$87.1M	Sell	757,806 -1,127,766	-60%	-$124M	0.33%	50
2023 Q4	$198M	Buy	1,885,572 +107,590	+6%	+$10.5M	0.82%	26
2023 Q3	$167M	Buy	+1,777,982	New	+$174M	0.79%	26

Other funds holding ESGU

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Envestnet Portfolio Solutions's ESGU Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.69% in Q2 2026, selling an estimated $363K and leaving 328,566 shares worth $53.8M. The position accounts for 0.26% of the portfolio, ranked #65.

Envestnet Portfolio Solutions first reported a position in ESGU in Q3 2023 and has held it in 12 quarters since. The position peaked at $198M in Q4 2023. 170 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Envestnet Portfolio Solutions held 328,566 shares of iShares ESG Aware MSCI USA ETF worth $53.8M as of Q2 2026.
Envestnet Portfolio Solutions sold 2,297 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $363K.
iShares ESG Aware MSCI USA ETF made up 0.26% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #65 holding.
Envestnet Portfolio Solutions first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares ESG Aware MSCI USA ETF position peaked at $198M in Q4 2023.
170 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.