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Horst & Graben Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Horst & Graben 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 		$5.43M Buy
33,221
+8
+0% +$1.26K 0.71% 28
2026
Q1 		$5.17M Sell
33,213
-509
-2% -$75.3K 0.71% 29
2025
Q4 		$4.99M Sell
33,722
-165
-0.5% -$24.4K 0.75% 30
2025
Q3 		$4.93M Buy
33,887
+6,550
+24% +$917K 0.75% 30
2025
Q2 		$3.7M Sell
27,337
-632
-2% -$78.9K 0.61% 33
2025
Q1 		$3.41M Buy
27,969
+2,286
+9% +$294K 0.61% 33
2024
Q4 		$3.31M Buy
25,683
+590
+2% +$76.4K 0.59% 29
2024
Q3 		$3.17M Sell
25,093
-212
-0.8% -$25.7K 0.57% 29
2024
Q2 		$3.02M Sell
25,305
-363
-1% -$41.7K 0.58% 31
2024
Q1 		$2.95M Sell
25,668
-37,745
-60% -$4.14M 0.6% 31
2023
Q4 		$6.65M Sell
63,413
-219
-0.3% -$21.4K 1.46% 16
2023
Q3 		$5.98M Sell
63,632
-69,586
-52% -$6.82M 1.47% 16
2023
Q2 		$13M Sell
133,218
-9,954
-7% -$919K 3.1% 12
2023
Q1 		$12.9M Sell
143,172
-233,978
-62% -$20.7M 3.21% 11
2022
Q4 		$32M Sell
377,150
-47,034
-11% -$4.01M 8.36% 2
2022
Q3 		$33.7M Buy
424,184
+13,526
+3% +$1.2M 9.55% 3
2022
Q2 		$34.5M Buy
410,658
+5,161
+1% +$471K 9.35% 2
2022
Q1 		$41.1M Buy
405,497
+88,480
+28% +$8.86M 10.04% 2
2021
Q4 		$34.2M Buy
317,017
+32,971
+12% +$3.46M 8.55% 1
2021
Q3 		$28M Buy
284,046
+11,413
+4% +$1.16M 7.71% 1
2021
Q2 		$26.8M Buy
272,633
+37,143
+16% +$3.55M 7.49% 1
2021
Q1 		$21.4M Buy
235,490
+11,529
+5% +$1.02M 6.74% 3
2020
Q4 		$19.3M Buy
223,961
+45,796
+26% +$3.72M 6.64% 3
2020
Q3 		$13.6M Buy
178,165
+53,979
+43% +$4.07M 5.27% 4
2020
Q2 		$8.69M Buy
124,186
+93,237
+301% +$6.14M 3.82% 7
2020
Q1 		$1.78M Buy
+30,949
New +$2.11M 0.94% 15

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

Horst & Graben Wealth Management's ESGU Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.02% in Q2 2026, buying an estimated $1.26K and bringing the position to 33,221 shares worth $5.43M. The position accounts for 0.71% of the portfolio, ranked #28.

Horst & Graben Wealth Management first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $41.1M in Q1 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Horst & Graben Wealth Management held 33,221 shares of iShares ESG Aware MSCI USA ETF worth $5.43M as of Q2 2026.
  • Horst & Graben Wealth Management bought 8 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.26K.
  • iShares ESG Aware MSCI USA ETF made up 0.71% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Horst & Graben Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • Horst & Graben Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $41.1M in Q1 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.