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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$53K Hold
323
– – 0.01% 317
2026
Q1 		$45.7K Buy
323
+13
+4% +$1.92K 0.01% 308
2025
Q4 		$46.2K Hold
310
– – 0.01% 310
2025
Q3 		$45.1K Buy
+310
New +$43.4K 0.01% 285

Other funds holding ESGU

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ESGU Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 323 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #317.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ESGU in Q3 2025 and has held it in 4 quarters since. 572 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 323 shares of iShares ESG Aware MSCI USA ETF worth $53K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #317 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
  • 572 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.