Grey Fox Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Grey Fox Wealth Advisors’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	$527K	Hold	3,221	–	–	0.08%	100
2026 Q1	$456K	Buy	3,221 +158	+5%	+$23.4K	0.09%	93
2025 Q4	$456K	Sell	3,063 -660	-18%	-$97.6K	0.09%	90
2025 Q3	$542K	Buy	3,723 +169	+5%	+$23.7K	0.11%	85
2025 Q2	$481K	Buy	3,554 +165	+5%	+$20.6K	0.11%	86
2025 Q1	$413K	Buy	3,389 +592	+21%	+$76.2K	0.11%	88
2024 Q4	$360K	Buy	2,797 +260	+10%	+$33.7K	0.1%	96
2024 Q3	$320K	Buy	+2,537	New	+$308K	0.09%	100

Other funds holding ESGU

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

Grey Fox Wealth Advisors's ESGU Position: Q2 2026 in Review

Grey Fox Wealth Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 3,221 shares worth $527K. The position accounts for 0.08% of the portfolio, ranked #100.

Grey Fox Wealth Advisors first reported a position in ESGU in Q3 2024 and has held it in 8 quarters since. The position peaked at $542K in Q3 2025. 252 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Grey Fox Wealth Advisors held 3,221 shares of iShares ESG Aware MSCI USA ETF worth $527K as of Q2 2026.
Grey Fox Wealth Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.08% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Grey Fox Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and has held it in 8 quarters since.
Grey Fox Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $542K in Q3 2025.
252 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.