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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s ESGU Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 15% in Q1 2026, selling an estimated $34.3K and leaving 1,296 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #354.

Guardian Wealth Advisors (North Carolina) first reported a position in ESGU in Q4 2024 and has held it in 6 quarters since. The position peaked at $343K in Q4 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 1,296 shares of iShares ESG Aware MSCI USA ETF worth $183K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 232 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $34.3K.
iShares ESG Aware MSCI USA ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #354 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 6 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares ESG Aware MSCI USA ETF position peaked at $343K in Q4 2024.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.