Gateway Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Gateway Wealth Partners’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	$986K	Sell	6,026 -4,947	-45%	-$782K	0.06%	305
2026 Q1	$1.55M	Buy	10,973 +7,387	+206%	+$1.09M	0.06%	301
2025 Q4	$534K	Buy	3,586 +1,445	+67%	+$214K	0.06%	264
2025 Q3	$312K	Buy	2,141 +640	+43%	+$89.6K	0.04%	314
2025 Q2	$203K	Buy	+1,501	New	+$187K	0.04%	346
2024 Q4	–	Sell	-1,771	Closed	-$223K	–	295
2024 Q3	$223K	Buy	+1,771	New	+$215K	0.06%	258
2024 Q2	–	Sell	-2,723	Closed	-$313K	–	268
2024 Q1	$313K	Sell	2,723 -9,263	-77%	-$1.01M	0.11%	168
2023 Q4	$1.26M	Buy	11,986 +1,126	+10%	+$110K	0.51%	53
2023 Q3	$1.02M	Sell	10,860 -2,377	-18%	-$233K	0.18%	81
2023 Q2	$1.29M	Sell	13,237 -2,286	-15%	-$211K	0.23%	66
2023 Q1	$1.4M	Sell	15,523 -22,239	-59%	-$1.97M	0.22%	66
2022 Q4	$3.2M	Buy	+37,762	New	+$3.22M	0.55%	34

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gateway Wealth Partners's ESGU Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 45% in Q2 2026, selling an estimated $782K and leaving 6,026 shares worth $986K. The position accounts for 0.06% of the portfolio, ranked #305.

Gateway Wealth Partners first reported a position in ESGU in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.2M in Q4 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Gateway Wealth Partners held 6,026 shares of iShares ESG Aware MSCI USA ETF worth $986K as of Q2 2026.
Gateway Wealth Partners sold 4,947 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $782K.
iShares ESG Aware MSCI USA ETF made up 0.06% of Gateway Wealth Partners's portfolio in Q2 2026, its #305 holding.
Gateway Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 12 quarters since.
Gateway Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $3.2M in Q4 2022.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.