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Evergreen Wealth Solutions’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Evergreen Wealth 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 		$309K Sell
1,812
-590
-25% -$93.3K 0.02% 412
2026
Q1 		$340K Buy
+2,402
New +$355K 0.02% 308
2023
Q2 		– Sell
-2,835
Closed -$256K – 106
2023
Q1 		$256K Buy
+2,835
New +$251K 0.3% 84

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

Evergreen Wealth Solutions's ESGU Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 25% in Q2 2026, selling an estimated $93.3K and leaving 1,812 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #412.

Evergreen Wealth Solutions first reported a position in ESGU in Q1 2023 and has held it in 3 quarters since. The position peaked at $340K in Q1 2026. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Evergreen Wealth Solutions held 1,812 shares of iShares ESG Aware MSCI USA ETF worth $309K as of Q2 2026.
  • Evergreen Wealth Solutions sold 590 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $93.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #412 holding.
  • Evergreen Wealth Solutions first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 3 quarters since.
  • Evergreen Wealth Solutions's iShares ESG Aware MSCI USA ETF position peaked at $340K in Q1 2026.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.