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Gerber Kawasaki Wealth & Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$1.52M Buy
9,275
+65
+0.7% +$10.3K 0.04% 144
2026
Q1 		$1.3M Buy
9,210
+7,567
+461% +$1.12M 0.04% 149
2025
Q4 		$245K Sell
1,643
-6,538
-80% -$967K 0.01% 306
2025
Q3 		$1.19M Sell
8,181
-504
-6% -$70.6K 0.04% 145
2025
Q2 		$1.18M Buy
8,685
+439
+5% +$54.8K 0.05% 139
2025
Q1 		$1.01M Buy
8,246
+251
+3% +$32.3K 0.05% 137
2024
Q4 		$1.03M Sell
7,995
-278
-3% -$36K 0.04% 141
2024
Q3 		$1.04M Sell
8,273
-186
-2% -$22.6K 0.05% 133
2024
Q2 		$1.01M Sell
8,459
-609
-7% -$69.9K 0.05% 130
2024
Q1 		$1.04M Sell
9,068
-1,940
-18% -$213K 0.06% 130
2023
Q4 		$1.15M Buy
11,008
+3,067
+39% +$300K 0.07% 128
2023
Q3 		$746K Buy
7,941
+4,406
+125% +$432K 0.05% 141
2023
Q2 		$345K Sell
3,535
-6,402
-64% -$591K 0.02% 187
2023
Q1 		$899K Buy
9,937
+182
+2% +$16.1K 0.07% 136
2022
Q4 		$827K Buy
+9,755
New +$832K 0.07% 134
2022
Q3 		– Sell
-2,386
Closed -$200K – 245
2022
Q2 		$200K Sell
2,386
-699
-23% -$63.9K 0.02% 231
2022
Q1 		$312K Sell
3,085
-5,615
-65% -$562K 0.03% 201
2021
Q4 		$938K Buy
8,700
+8,659
+21,120% +$909K 0.07% 118
2021
Q3 		$41K Sell
41
-4,594
-99% -$466K 0.01% 346
2021
Q2 		$456K Buy
4,635
+1,566
+51% +$150K 0.05% 155
2021
Q1 		$278K Buy
3,069
+511
+20% +$45.4K 0.03% 174
2020
Q4 		$220K Buy
+2,558
New +$208K 0.03% 165

Other funds holding ESGU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ESGU Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.71% in Q2 2026, buying an estimated $10.3K and bringing the position to 9,275 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #144.

Gerber Kawasaki Wealth & Investment Management first reported a position in ESGU in Q4 2020 and has held it in 22 quarters since. 555 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 9,275 shares of iShares ESG Aware MSCI USA ETF worth $1.52M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 65 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $10.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #144 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 22 quarters since.
  • 555 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.