IFWM
ESGU icon

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

Institute for 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 		$267K Sell
1,631
-10
-0.6% -$1.58K 0.02% 450
2026
Q1 		$232K Buy
1,641
+206
+14% +$30.5K 0.02% 488
2025
Q4 		$214K Sell
1,435
-47,634
-97% -$7.04M 0.02% 519
2025
Q3 		$7.14M Sell
49,069
-571
-1% -$80K 0.74% 19
2025
Q2 		$6.72M Sell
49,640
-682
-1% -$85.1K 0.75% 17
2025
Q1 		$6.13M Sell
50,322
-367
-0.7% -$47.3K 0.79% 15
2024
Q4 		$6.53M Buy
50,689
+3,224
+7% +$418K 0.82% 16
2024
Q3 		$5.99M Buy
47,465
+2,835
+6% +$344K 0.76% 18
2024
Q2 		$5.33M Buy
44,630
+860
+2% +$98.8K 0.71% 19
2024
Q1 		$5.03M Sell
43,770
-730
-2% -$80K 0.65% 24
2023
Q4 		$4.67M Sell
44,500
-680
-2% -$66.6K 0.76% 17
2023
Q3 		$4.24M Buy
45,180
+2,253
+5% +$221K 0.77% 16
2023
Q2 		$4.18M Buy
42,927
+3,157
+8% +$292K 0.71% 22
2023
Q1 		$3.6M Buy
39,770
+1,134
+3% +$100K 0.69% 24
2022
Q4 		$3.27M Sell
38,636
-3,463
-8% -$295K 0.69% 25
2022
Q3 		$3.34M Buy
42,099
+1,587
+4% +$141K 0.75% 19
2022
Q2 		$3.4M Buy
40,512
+268
+0.7% +$24.5K 0.67% 23
2022
Q1 		$4.08M Buy
40,244
+482
+1% +$48.3K 0.66% 24
2021
Q4 		$4.29M Buy
39,762
+5,212
+15% +$547K 0.7% 24
2021
Q3 		$3.4M Buy
34,550
+3,452
+11% +$350K 0.6% 30
2021
Q2 		$3.06M Buy
31,098
+285
+0.9% +$27.3K 0.54% 36
2021
Q1 		$2.8M Buy
30,813
+3,186
+12% +$283K 0.53% 40
2020
Q4 		$2.38M Buy
27,627
+7,028
+34% +$571K 0.47% 44
2020
Q3 		$1.57M Buy
20,599
+9,758
+90% +$735K 0.36% 68
2020
Q2 		$759K Buy
10,841
+6,614
+156% +$435K 0.19% 145
2020
Q1 		$243K Buy
4,227
+1,109
+36% +$75.5K 0.07% 325
2019
Q4 		$222K Buy
+3,118
New +$212K 0.05% 405

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

Institute for Wealth Management's ESGU Position: Q2 2026 in Review

Institute for Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.61% in Q2 2026, selling an estimated $1.58K and leaving 1,631 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #450.

Institute for Wealth Management first reported a position in ESGU in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.14M in Q3 2025. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Institute for Wealth Management held 1,631 shares of iShares ESG Aware MSCI USA ETF worth $267K as of Q2 2026.
  • Institute for Wealth Management sold 10 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.58K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #450 holding.
  • Institute for Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 27 quarters since.
  • Institute for Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $7.14M in Q3 2025.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.