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

Gen-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	$586K	Buy	3,578 +287	+9%	+$45.4K	0.16%	122
2026 Q1	$465K	Buy	3,291 +112	+4%	+$16.6K	0.15%	137
2025 Q4	$474K	Sell	3,179 -723	-19%	-$107K	0.15%	138
2025 Q3	$568K	Buy	3,902 +1,063	+37%	+$149K	0.19%	120
2025 Q2	$384K	Buy	2,839 +24	+0.9%	+$3K	0.15%	154
2025 Q1	$343K	Sell	2,815 -8,287	-75%	-$1.07M	0.14%	159
2024 Q4	$1.43M	Sell	11,102 -206	-2%	-$26.7K	0.61%	37
2024 Q3	$1.44M	Buy	11,308 +292	+3%	+$35.5K	0.63%	30
2024 Q2	$1.31M	Sell	11,016 -15,261	-58%	-$1.75M	0.64%	35
2024 Q1	$3.02M	Buy	+26,277	New	+$2.88M	1.5%	8

Other funds holding ESGU

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Gen-Wealth Partners's ESGU Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 8.7% in Q2 2026, buying an estimated $45.4K and bringing the position to 3,578 shares worth $586K. The position accounts for 0.16% of the portfolio, ranked #122.

Gen-Wealth Partners first reported a position in ESGU in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.02M in Q1 2024. 606 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Gen-Wealth Partners held 3,578 shares of iShares ESG Aware MSCI USA ETF worth $586K as of Q2 2026.
Gen-Wealth Partners bought 287 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $45.4K.
iShares ESG Aware MSCI USA ETF made up 0.16% of Gen-Wealth Partners's portfolio in Q2 2026, its #122 holding.
Gen-Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $3.02M in Q1 2024.
606 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.