Guardian Wealth Advisors (North Carolina)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$211K	Sell	1,289 -7	-0.5%	-$1.11K	0.01%	370
2026 Q1	$183K	Sell	1,296 -232	-15%	-$34.3K	0.01%	354
2025 Q4	$228K	Sell	1,528 -20	-1%	-$2.96K	0.01%	342
2025 Q3	$225K	Buy	1,548 +104	+7%	+$14.6K	0.01%	329
2025 Q2	$195K	Buy	1,444 +2	+0.1%	+$250	0.01%	331
2025 Q1	$176K	Sell	1,442 -1,223	-46%	-$158K	0.01%	319
2024 Q4	$343K	Buy	+2,665	New	+$345K	0.03%	234

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s ESGU Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.54% in Q2 2026, selling an estimated $1.11K and leaving 1,289 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #370.

Guardian Wealth Advisors (North Carolina) first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. The position peaked at $343K in Q4 2024. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 1,289 shares of iShares ESG Aware MSCI USA ETF worth $211K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 7 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.11K.
iShares ESG Aware MSCI USA ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #370 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares ESG Aware MSCI USA ETF position peaked at $343K in Q4 2024.
868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.