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

GSB 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 		$2.13M Buy
13,036
+152
+1% +$24K 0.43% 70
2026
Q1 		$1.82M Sell
12,884
-485
-4% -$71.8K 0.41% 75
2025
Q4 		$1.99M Sell
13,369
-330
-2% -$48.8K 0.45% 71
2025
Q3 		$1.99M Buy
13,699
+16
+0.1% +$2.24K 0.45% 73
2025
Q2 		$1.85M Sell
13,683
-427
-3% -$53.3K 0.45% 72
2025
Q1 		$1.72M Sell
14,110
-2,317
-14% -$298K 0.45% 76
2024
Q4 		$2.12M Sell
16,427
-144
-0.9% -$18.7K 0.55% 63
2024
Q3 		$2.09M Buy
16,571
+380
+2% +$46.1K 0.54% 63
2024
Q2 		$1.93M Sell
16,191
-33
-0.2% -$3.79K 0.53% 66
2024
Q1 		$1.87M Sell
16,224
-79
-0.5% -$8.66K 0.52% 67
2023
Q4 		$1.71M Buy
16,303
+365
+2% +$35.7K 0.53% 66
2023
Q3 		$1.5M Sell
15,938
-1,457
-8% -$143K 0.5% 67
2023
Q2 		$1.7M Sell
17,395
-31,344
-64% -$2.89M 0.55% 60
2023
Q1 		$4.26M Sell
48,739
-6,238
-11% -$552K 1.39% 12
2022
Q4 		$4.66M Sell
54,977
-3,443
-6% -$294K 1.66% 6
2022
Q3 		$4.64M Sell
58,420
-5,492
-9% -$486K 1.68% 7
2022
Q2 		$5.36M Sell
63,912
-6,720
-10% -$614K 1.83% 5
2022
Q1 		$7.16M Sell
70,632
-18,378
-21% -$1.84M 2.09% 5
2021
Q4 		$9.6M Buy
89,010
+3,718
+4% +$390K 2.76% 2
2021
Q3 		$8.4M Buy
85,292
+3,603
+4% +$365K 4.32% 2
2021
Q2 		$8.04M Buy
81,689
+9,397
+13% +$899K 2.51% 2
2021
Q1 		$6.57M Buy
+72,292
New +$6.43M 2.19% 4

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

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

GSB Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.2% in Q2 2026, buying an estimated $24K and bringing the position to 13,036 shares worth $2.13M. The position accounts for 0.43% of the portfolio, ranked #70.

GSB Wealth Management first reported a position in ESGU in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.6M in Q4 2021. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • GSB Wealth Management held 13,036 shares of iShares ESG Aware MSCI USA ETF worth $2.13M as of Q2 2026.
  • GSB Wealth Management bought 152 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $24K.
  • iShares ESG Aware MSCI USA ETF made up 0.43% of GSB Wealth Management's portfolio in Q2 2026, its #70 holding.
  • GSB Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
  • GSB Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $9.6M in Q4 2021.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.