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

Geneos Wealth Management’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 		$337K Sell
2,057
-19
-0.9% -$3K 0.01% 840
2026
Q1 		$294K Hold
2,076
– – 0.01% 840
2025
Q4 		$309K Sell
2,076
-45
-2% -$6.65K 0.01% 796
2025
Q3 		$309K Sell
2,121
-98
-4% -$13.7K 0.01% 773
2025
Q2 		$300K Buy
2,219
+782
+54% +$97.6K 0.01% 862
2025
Q1 		$175K Sell
1,437
-35
-2% -$4.51K 0.01% 960
2024
Q4 		$190K Buy
1,472
+156
+12% +$20.2K 0.01% 859
2024
Q3 		$166K Buy
1,316
+18
+1% +$2.19K 0.01% 818
2024
Q2 		$155K Buy
1,298
+1
+0.1% +$115 0.01% 763
2024
Q1 		$149K Buy
1,297
+291
+29% +$31.9K 0.01% 766
2023
Q4 		$106K Buy
1,006
+88
+10% +$8.62K 0.01% 824
2023
Q3 		$86.2K Buy
918
+490
+114% +$48K ﹤0.01% 910
2023
Q2 		$41.7K Buy
428
+173
+68% +$16K ﹤0.01% 1127
2023
Q1 		$23.1K Hold
255
– – ﹤0.01% 1297
2022
Q4 		$21.6K Hold
255
– – ﹤0.01% 1320
2022
Q3 		$20K Sell
255
-200
-44% -$17.7K ﹤0.01% 1320
2022
Q2 		$38K Sell
455
-125
-22% -$11.4K ﹤0.01% 1397
2022
Q1 		$58K Sell
580
-187
-24% -$18.7K ﹤0.01% 1315
2021
Q4 		$82K Hold
767
– – ﹤0.01% 1245
2021
Q3 		$76K Buy
767
+200
+35% +$20.3K ﹤0.01% 1276
2021
Q2 		$56K Sell
567
-506
-47% -$48.4K ﹤0.01% 1416
2021
Q1 		$102K Sell
1,073
-324
-23% -$28.8K ﹤0.01% 1300
2020
Q4 		$71K Buy
1,397
+1,085
+348% +$88.1K ﹤0.01% 1284
2020
Q3 		$23K Hold
312
– – ﹤0.01% 1593
2020
Q2 		$21K Hold
312
– – ﹤0.01% 1595
2020
Q1 		$17K Hold
312
– – ﹤0.01% 1573
2019
Q4 		$22K Hold
312
– – ﹤0.01% 1633
2019
Q3 		$20K Hold
312
– – ﹤0.01% 1603
2019
Q2 		$20K Hold
312
– – ﹤0.01% 1619
2019
Q1 		$19K Hold
312
– – ﹤0.01% 1594
2018
Q4 		$16K Sell
312
-8
-3% -$473 ﹤0.01% 1589
2018
Q3 		$20K Buy
+320
New +$20K ﹤0.01% 1564

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geneos Wealth Management's ESGU Position: Q2 2026 in Review

Geneos Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.92% in Q2 2026, selling an estimated $3K and leaving 2,057 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #840.

Geneos Wealth Management first reported a position in ESGU in Q3 2018 and has held it in 32 quarters since. 867 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Geneos Wealth Management held 2,057 shares of iShares ESG Aware MSCI USA ETF worth $337K as of Q2 2026.
  • Geneos Wealth Management sold 19 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $3K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #840 holding.
  • Geneos Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2018 and has held it in 32 quarters since.
  • 867 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.