GC Wealth Management RIA’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

GC Wealth Management RIA’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	$1.65M	Sell	10,098 -562	-5%	-$88.9K	0.1%	169
2026 Q1	$1.51M	Buy	10,660 +712	+7%	+$105K	0.06%	184
2025 Q4	$1.48M	Buy	9,948 +5,080	+104%	+$751K	0.05%	191
2025 Q3	$709K	Buy	4,868 +3,259	+203%	+$456K	0.02%	441
2025 Q2	$218K	Buy	+1,609	New	+$201K	0.02%	504
2025 Q1	–	Sell	-1,609	Closed	-$207K	–	315
2024 Q4	$207K	Buy	+1,609	New	+$208K	0.04%	282

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

GC Wealth Management RIA's ESGU Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.3% in Q2 2026, selling an estimated $88.9K and leaving 10,098 shares worth $1.65M. The position accounts for 0.1% of the portfolio, ranked #169.

GC Wealth Management RIA first reported a position in ESGU in Q4 2024 and has held it in 6 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

GC Wealth Management RIA held 10,098 shares of iShares ESG Aware MSCI USA ETF worth $1.65M as of Q2 2026.
GC Wealth Management RIA sold 562 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $88.9K.
iShares ESG Aware MSCI USA ETF made up 0.1% of GC Wealth Management RIA's portfolio in Q2 2026, its #169 holding.
GC Wealth Management RIA first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.