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

Golden State 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 		$591K Sell
3,612
-116
-3% -$18.3K 0.05% 262
2026
Q1 		$527K Sell
3,728
-24
-0.6% -$3.55K 0.06% 243
2025
Q4 		$559K Buy
3,752
+6
+0.2% +$887 0.06% 232
2025
Q3 		$545K Buy
3,746
+46
+1% +$6.44K 0.06% 228
2025
Q2 		$501K Sell
3,700
-640
-15% -$79.9K 0.06% 236
2025
Q1 		$529K Sell
4,340
-1,839
-30% -$237K 0.08% 196
2024
Q4 		$796K Buy
+6,179
New +$800K 0.12% 141
2022
Q1 		$1.61M Sell
15,930
-4,761
-23% -$477K 0.32% 63
2021
Q4 		$2.23M Buy
20,691
+9,620
+87% +$1.01M 0.38% 46
2021
Q3 		$1.09M Buy
11,071
+131
+1% +$13.3K 0.24% 76
2021
Q2 		$1.08M Buy
10,940
+882
+9% +$84.4K 0.24% 84
2021
Q1 		$914K Sell
10,058
-6,279
-38% -$558K 0.3% 62
2020
Q4 		$1.41M Buy
16,337
+8,468
+108% +$688K 0.41% 49
2020
Q3 		$600K Sell
7,869
-13,284
-63% -$1M 0.2% 83
2020
Q2 		$1.09M Buy
21,153
+20,216
+2,158% +$1.33M 0.28% 70
2020
Q1 		$54K Buy
+937
New +$63.8K 0.02% 351

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

Golden State Wealth Management's ESGU Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.1% in Q2 2026, selling an estimated $18.3K and leaving 3,612 shares worth $591K. The position accounts for 0.05% of the portfolio, ranked #262.

Golden State Wealth Management first reported a position in ESGU in Q1 2020 and has held it in 16 quarters since. The position peaked at $2.23M in Q4 2021. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Golden State Wealth Management held 3,612 shares of iShares ESG Aware MSCI USA ETF worth $591K as of Q2 2026.
  • Golden State Wealth Management sold 116 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $18.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #262 holding.
  • Golden State Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 16 quarters since.
  • Golden State Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $2.23M in Q4 2021.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.