Higgins & Schmidt Wealth Strategies’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$2.88M	Buy	17,600 +31	+0.2%	+$4.9K	1.19%	13
2026 Q1	$2.48M	Buy	17,569 +124	+0.7%	+$18.3K	1.13%	16
2025 Q4	$2.6M	Buy	17,445 +4,739	+37%	+$701K	1.23%	15
2025 Q3	$1.85M	Sell	12,706 -244	-2%	-$34.2K	0.93%	18
2025 Q2	$1.75M	Buy	12,950 +820	+7%	+$102K	0.97%	17
2025 Q1	$1.48M	Sell	12,130 -107	-0.9%	-$13.8K	0.87%	19
2024 Q4	$1.58M	Buy	+12,237	New	+$1.59M	0.98%	18

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MMA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

Higgins & Schmidt Wealth Strategies's ESGU Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.18% in Q2 2026, buying an estimated $4.9K and bringing the position to 17,600 shares worth $2.88M. The position accounts for 1.19% of the portfolio, ranked #13.

Higgins & Schmidt Wealth Strategies first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. 425 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 17,600 shares of iShares ESG Aware MSCI USA ETF worth $2.88M as of Q2 2026.
Higgins & Schmidt Wealth Strategies bought 31 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $4.9K.
iShares ESG Aware MSCI USA ETF made up 1.19% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #13 holding.
Higgins & Schmidt Wealth Strategies first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
425 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.