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IHT Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

IHT 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 		$632K Sell
3,860
-1,024
-21% -$162K 0.01% 759
2026
Q1 		$691K Sell
4,884
-15
-0.3% -$2.22K 0.02% 710
2025
Q4 		$730K Buy
4,899
+13
+0.3% +$1.92K 0.02% 636
2025
Q3 		$711K Sell
4,886
-252
-5% -$35.3K 0.02% 628
2025
Q2 		$695K Sell
5,138
-24
-0.5% -$3K 0.02% 603
2025
Q1 		$629K Buy
5,162
+625
+14% +$80.5K 0.02% 601
2024
Q4 		$584K Sell
4,537
-388
-8% -$50.3K 0.02% 630
2024
Q3 		$621K Buy
4,925
+371
+8% +$45K 0.02% 652
2024
Q2 		$543K Buy
4,554
+391
+9% +$44.9K 0.02% 615
2024
Q1 		$479K Sell
4,163
-1,669
-29% -$183K 0.02% 654
2023
Q4 		$612K Buy
5,832
+276
+5% +$27K 0.03% 530
2023
Q3 		$522K Buy
5,556
+827
+17% +$81K 0.03% 542
2023
Q2 		$461K Sell
4,729
-864
-15% -$79.8K 0.02% 570
2023
Q1 		$506K Sell
5,593
-5,185
-48% -$458K 0.03% 496
2022
Q4 		$913K Sell
10,778
-10,873
-50% -$928K 0.06% 319
2022
Q3 		$1.72M Buy
21,651
+16,534
+323% +$1.46M 0.13% 179
2022
Q2 		$429K Sell
5,117
-2,438
-32% -$223K 0.04% 430
2022
Q1 		$766K Buy
7,555
+2,487
+49% +$249K 0.06% 313
2021
Q4 		$547K Buy
5,068
+429
+9% +$45K 0.04% 409
2021
Q3 		$457K Sell
4,639
-8,116
-64% -$822K 0.04% 453
2021
Q2 		$1.26M Buy
12,755
+1,709
+15% +$163K 0.08% 272
2021
Q1 		$1M Sell
11,046
-453
-4% -$40.3K 0.07% 270
2020
Q4 		$989K Buy
11,499
+4,325
+60% +$351K 0.08% 246
2020
Q3 		$547K Buy
7,174
+1,188
+20% +$89.5K 0.05% 329
2020
Q2 		$419K Buy
5,986
+1,945
+48% +$128K 0.06% 323
2020
Q1 		$232K Buy
+4,041
New +$275K 0.03% 453
2018
Q2 		– Sell
-400
Closed -$23K – 702
2018
Q1 		$23K Hold
400
– – 0.01% 922
2017
Q4 		$24K Buy
+400
New +$22.8K 0.01% 932

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

IHT Wealth Management's ESGU Position: Q2 2026 in Review

IHT Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 21% in Q2 2026, selling an estimated $162K and leaving 3,860 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #759.

IHT Wealth Management first reported a position in ESGU in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.72M in Q3 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • IHT Wealth Management held 3,860 shares of iShares ESG Aware MSCI USA ETF worth $632K as of Q2 2026.
  • IHT Wealth Management sold 1,024 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $162K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #759 holding.
  • IHT Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2017 and has held it in 28 quarters since.
  • IHT Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $1.72M in Q3 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.