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Graves Light Lenhart Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Graves Light Lenhart Wealth’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 		$236K Hold
1,444
– – 0.02% 185
2026
Q1 		$204K Sell
1,444
-135
-9% -$20K 0.02% 189
2025
Q4 		$235K Hold
1,579
– – 0.02% 173
2025
Q3 		$230K Sell
1,579
-1,076
-41% -$151K 0.03% 174
2025
Q2 		$359K Sell
2,655
-365
-12% -$45.6K 0.04% 130
2025
Q1 		$368K Sell
3,020
-474
-14% -$61K 0.05% 127
2024
Q4 		$450K Hold
3,494
– – 0.06% 120
2024
Q3 		$441K Hold
3,494
– – 0.05% 117
2024
Q2 		$418K Hold
3,494
– – 0.05% 117
2024
Q1 		$402K Hold
3,494
– – 0.05% 119
2023
Q4 		$367K Sell
3,494
-331
-9% -$32.4K 0.05% 129
2023
Q3 		$361K Hold
3,825
– – 0.05% 121
2023
Q2 		$373K Hold
3,825
– – 0.05% 126
2023
Q1 		$346K Hold
3,825
– – 0.05% 118
2022
Q4 		$324K Sell
3,825
-876
-19% -$74.7K 0.05% 128
2022
Q3 		$373K Sell
4,701
-1,091
-19% -$96.6K 0.06% 122
2022
Q2 		$486K Hold
5,792
– – 0.07% 112
2022
Q1 		$587K Hold
5,792
– – 0.08% 102
2021
Q4 		$625K Hold
5,792
– – 0.09% 99
2021
Q3 		$570K Hold
5,792
– – 0.09% 94
2021
Q2 		$570K Sell
5,792
-253
-4% -$24.2K 0.09% 95
2021
Q1 		$549K Buy
6,045
+446
+8% +$39.6K 0.09% 98
2020
Q4 		$482K Buy
+5,599
New +$455K 0.09% 96

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

Graves Light Lenhart Wealth's ESGU Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 1,444 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #185.

Graves Light Lenhart Wealth first reported a position in ESGU in Q4 2020 and has held it in 23 quarters since. The position peaked at $625K in Q4 2021. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Graves Light Lenhart Wealth held 1,444 shares of iShares ESG Aware MSCI USA ETF worth $236K as of Q2 2026.
  • Graves Light Lenhart Wealth left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #185 holding.
  • Graves Light Lenhart Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • Graves Light Lenhart Wealth's iShares ESG Aware MSCI USA ETF position peaked at $625K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.