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

Integris 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
Q3 		$3.42M Sell
20,513
-1,459
-7% -$243K 0.66% 21
2026
Q2 		$3.6M Sell
21,972
-414
-2% -$65.5K 0.73% 22
2026
Q1 		$3.17M Sell
22,386
-1,044
-4% -$154K 0.73% 22
2025
Q4 		$3.49M Sell
23,430
-306
-1% -$45.2K 0.79% 22
2025
Q3 		$3.46M Sell
23,736
-521
-2% -$73K 0.84% 20
2025
Q2 		$3.28M Buy
24,257
+202
+0.8% +$25.2K 0.86% 20
2025
Q1 		$2.93M Sell
24,055
-712
-3% -$91.7K 0.84% 20
2024
Q4 		$3.19M Sell
24,767
-2,056
-8% -$266K 0.9% 21
2024
Q3 		$3.38M Sell
26,823
-333
-1% -$40.4K 0.95% 21
2024
Q2 		$3.24M Sell
27,156
-3,570
-12% -$410K 0.94% 22
2024
Q1 		$3.53M Buy
30,726
+49
+0.2% +$5.37K 0.98% 21
2023
Q4 		$3.22M Buy
30,677
+269
+0.9% +$26.3K 0.95% 22
2023
Q3 		$2.86M Buy
30,408
+4,802
+19% +$470K 0.94% 22
2023
Q2 		$2.5M Buy
25,606
+1,382
+6% +$128K 0.88% 19
2023
Q1 		$2.19M Sell
24,224
-341
-1% -$30.2K 0.8% 19
2022
Q4 		$2.08M Buy
+24,565
New +$2.1M 0.81% 19

Other funds holding ESGU

KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Integris Wealth Management's ESGU Position: Q3 2026 in Review

Integris Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.6% in Q3 2026, selling an estimated $243K and leaving 20,513 shares worth $3.42M. The position accounts for 0.66% of the portfolio, ranked #21.

Integris Wealth Management first reported a position in ESGU in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.6M in Q2 2026. 185 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Integris Wealth Management held 20,513 shares of iShares ESG Aware MSCI USA ETF worth $3.42M as of Q3 2026.
  • Integris Wealth Management sold 1,459 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $243K.
  • iShares ESG Aware MSCI USA ETF made up 0.66% of Integris Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Integris Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 16 quarters since.
  • Integris Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $3.6M in Q2 2026.
  • 185 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.