IWM
ESGU icon

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
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return