GWM
ESGU icon

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

GK 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 		– Sell
-2,388
Closed -$328K – 248
2026
Q1 		$328K Buy
+2,388
New +$353K 0.29% 40

Other funds holding ESGU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

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

GK Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 2,388 shares — an estimated $328K sold.

GK Wealth Management first reported a position in ESGU in Q1 2026 and held it in 1 quarter. The position peaked at $328K in Q1 2026. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • GK Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • GK Wealth Management sold 2,388 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $328K.
  • GK Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2026 and held it in 1 quarter.
  • GK Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $328K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.