IAG Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

IAG Wealth Partners’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	–	Sell	-65	Closed	-$9.19K	–	513
2026 Q1	$9.19K	Hold	65	–	–	﹤0.01%	391
2025 Q4	$9.68K	Sell	65 -35	-35%	-$5.17K	﹤0.01%	359
2025 Q3	$14.6K	Hold	100	–	–	﹤0.01%	341
2025 Q2	$13.5K	Hold	100	–	–	﹤0.01%	316
2025 Q1	$12.2K	Hold	100	–	–	﹤0.01%	319
2024 Q4	$12.9K	Sell	100 -105	-51%	-$13.6K	﹤0.01%	316
2024 Q3	$25.9K	Sell	205 -275	-57%	-$33.4K	﹤0.01%	252
2024 Q2	$57.3K	Hold	480	–	–	0.01%	167
2024 Q1	$55.2K	Hold	480	–	–	0.01%	159
2023 Q4	$50.4K	Hold	480	–	–	0.01%	157
2023 Q3	$45.1K	Sell	480 -146	-23%	-$14.3K	0.01%	158
2023 Q2	$61K	Hold	626	–	–	0.02%	150
2023 Q1	$56.6K	Hold	626	–	–	0.02%	135
2022 Q4	$53.1K	Hold	626	–	–	0.02%	139
2022 Q3	$50K	Hold	626	–	–	0.02%	124
2022 Q2	$53K	Sell	626 -263	-30%	-$24K	0.02%	122
2022 Q1	$90K	Hold	889	–	–	0.03%	95
2021 Q4	$96K	Buy	+889	New	+$93.3K	0.03%	88

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

TWIM

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

IAG Wealth Partners's ESGU Position: Q2 2026 in Review

IAG Wealth Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 65 shares — an estimated $9.19K sold.

IAG Wealth Partners first reported a position in ESGU in Q4 2021 and held it in 18 quarters. The position peaked at $96K in Q4 2021. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

IAG Wealth Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
IAG Wealth Partners sold 65 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $9.19K.
IAG Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 18 quarters.
IAG Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $96K in Q4 2021.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.