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

GeoWealth 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 		$5.64M Buy
34,457
+5,653
+20% +$894K 0.18% 72
2026
Q1 		$4.07M Buy
28,804
+561
+2% +$83K 0.15% 88
2025
Q4 		$4.21M Buy
28,243
+1,644
+6% +$243K 0.16% 89
2025
Q3 		$3.87M Buy
26,599
+7,351
+38% +$1.03M 0.14% 97
2025
Q2 		$2.6M Buy
19,248
+6,988
+57% +$872K 0.1% 120
2025
Q1 		$1.49M Buy
12,260
+7,589
+162% +$977K 0.06% 198
2024
Q4 		$602K Sell
4,671
-1,182
-20% -$153K 0.02% 423
2024
Q3 		$739K Buy
5,853
+2,080
+55% +$253K 0.03% 375
2024
Q2 		$450K Sell
3,773
-723
-16% -$83K 0.02% 461
2024
Q1 		$517K Buy
4,496
+1,951
+77% +$214K 0.02% 426
2023
Q4 		$266K Buy
2,545
+390
+18% +$38.2K 0.02% 434
2023
Q3 		$202K Sell
2,155
-2,230
-51% -$218K 0.02% 284
2023
Q2 		$427K Buy
4,385
+160
+4% +$14.8K 0.05% 184
2023
Q1 		$382K Sell
4,225
-237
-5% -$21K 0.04% 153
2022
Q4 		$377K Buy
4,462
+3,070
+221% +$262K 0.04% 167
2022
Q3 		$110K Buy
1,392
+1,230
+759% +$109K 0.01% 269
2022
Q2 		$13K Buy
162
+25
+18% +$2.28K ﹤0.01% 321
2022
Q1 		$14K Buy
137
+30
+28% +$3K ﹤0.01% 383
2021
Q4 		$11K Sell
107
-22
-17% -$2.31K ﹤0.01% 367
2021
Q3 		$13K Buy
+129
New +$13.1K ﹤0.01% 383

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

GeoWealth Management's ESGU Position: Q2 2026 in Review

GeoWealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 20% in Q2 2026, buying an estimated $894K and bringing the position to 34,457 shares worth $5.64M. The position accounts for 0.18% of the portfolio, ranked #72.

GeoWealth Management first reported a position in ESGU in Q3 2021 and has held it in 20 quarters since. 867 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • GeoWealth Management held 34,457 shares of iShares ESG Aware MSCI USA ETF worth $5.64M as of Q2 2026.
  • GeoWealth Management bought 5,653 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $894K.
  • iShares ESG Aware MSCI USA ETF made up 0.18% of GeoWealth Management's portfolio in Q2 2026, its #72 holding.
  • GeoWealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 20 quarters since.
  • 867 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.