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GAMMA Investing’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

GAMMA Investing’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 		– Sell
-29
Closed -$4.1K – 4173
2026
Q1 		$4.1K Sell
29
-100
-78% -$14.8K ﹤0.01% 3436
2025
Q4 		$19.2K Sell
129
-475
-79% -$70.2K ﹤0.01% 2639
2025
Q3 		$87.9K Hold
604
– – ﹤0.01% 1591
2025
Q2 		$81.7K Hold
604
– – 0.01% 1586
2025
Q1 		$73.6K Buy
604
+134
+29% +$17.3K 0.01% 1499
2024
Q4 		$60.5K Hold
470
– – 0.01% 1505
2024
Q3 		$59.3K Buy
+470
New +$57.1K 0.01% 1369

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

GAMMA Investing's ESGU Position: Q2 2026 in Review

GAMMA Investing sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 29 shares — an estimated $4.1K sold.

GAMMA Investing first reported a position in ESGU in Q3 2024 and held it in 7 quarters. The position peaked at $87.9K in Q3 2025. 225 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • GAMMA Investing reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • GAMMA Investing sold 29 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $4.1K.
  • GAMMA Investing first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and held it in 7 quarters.
  • GAMMA Investing's iShares ESG Aware MSCI USA ETF position peaked at $87.9K in Q3 2025.
  • 225 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.