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Integrated Wealth Concepts’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Integrated Wealth Concepts’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 		$23.9M Buy
146,266
+25,364
+21% +$4.01M 0.12% 168
2026
Q1 		$17.1M Buy
120,902
+29,472
+32% +$4.36M 0.14% 147
2025
Q4 		$13.6M Sell
91,430
-35,779
-28% -$5.29M 0.16% 124
2025
Q3 		$18.5M Sell
127,209
-857
-0.7% -$120K 0.17% 129
2025
Q2 		$17.3M Sell
128,066
-199
-0.2% -$24.8K 0.17% 126
2025
Q1 		$15.6M Sell
128,265
-4,054
-3% -$522K 0.18% 118
2024
Q4 		$17M Sell
132,319
-23,916
-15% -$3.1M 0.2% 112
2024
Q3 		$19.7M Buy
156,235
+21,155
+16% +$2.57M 0.24% 95
2024
Q2 		$16.1M Sell
135,080
-17,360
-11% -$1.99M 0.22% 106
2024
Q1 		$17.5M Sell
152,440
-20,312
-12% -$2.23M 0.25% 98
2023
Q4 		$18.1M Sell
172,752
-9,012
-5% -$883K 0.3% 74
2023
Q3 		$17.1M Sell
181,764
-64,468
-26% -$6.31M 0.3% 78
2023
Q2 		$24M Sell
246,232
-16,624
-6% -$1.54M 0.41% 49
2023
Q1 		$23.8M Sell
262,856
-167,275
-39% -$14.8M 0.49% 42
2022
Q4 		$36.5M Sell
430,131
-2,572
-0.6% -$219K 0.99% 22
2022
Q3 		$34.4M Buy
432,703
+28,138
+7% +$2.49M 1.1% 17
2022
Q2 		$33.9M Sell
404,565
-5,111
-1% -$467K 1.06% 19
2022
Q1 		$41.5M Sell
409,676
-212,752
-34% -$21.3M 1.27% 15
2021
Q4 		$67.2M Buy
622,428
+26,212
+4% +$2.75M 2% 6
2021
Q3 		$58.7M Buy
596,216
+64,709
+12% +$6.56M 1.91% 8
2021
Q2 		$52.3M Buy
531,507
+63,012
+13% +$6.03M 1.85% 7
2021
Q1 		$42.6M Buy
468,495
+28,351
+6% +$2.52M 1.75% 10
2020
Q4 		$37.9M Buy
440,144
+398,543
+958% +$32.4M 1.79% 8
2020
Q3 		$3.17M Buy
41,601
+95
+0.2% +$7.16K 0.2% 98
2020
Q2 		$2.9M Buy
41,506
+15,589
+60% +$1.03M 0.21% 84
2020
Q1 		$1.49M Buy
25,917
+22,131
+585% +$1.51M 0.14% 108
2019
Q4 		$270K Buy
+3,786
New +$258K 0.02% 383

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

Integrated Wealth Concepts's ESGU Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 21% in Q2 2026, buying an estimated $4.01M and bringing the position to 146,266 shares worth $23.9M. The position accounts for 0.12% of the portfolio, ranked #168.

Integrated Wealth Concepts first reported a position in ESGU in Q4 2019 and has held it in 27 quarters since. The position peaked at $67.2M in Q4 2021. 865 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Integrated Wealth Concepts held 146,266 shares of iShares ESG Aware MSCI USA ETF worth $23.9M as of Q2 2026.
  • Integrated Wealth Concepts bought 25,364 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $4.01M.
  • iShares ESG Aware MSCI USA ETF made up 0.12% of Integrated Wealth Concepts's portfolio in Q2 2026, its #168 holding.
  • Integrated Wealth Concepts first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 27 quarters since.
  • Integrated Wealth Concepts's iShares ESG Aware MSCI USA ETF position peaked at $67.2M in Q4 2021.
  • 865 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.