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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
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

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

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

Integris Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.8% in Q2 2026, selling an estimated $65.5K and leaving 21,972 shares worth $3.6M. The position accounts for 0.73% of the portfolio, ranked #22.

Integris Wealth Management first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Integris Wealth Management held 21,972 shares of iShares ESG Aware MSCI USA ETF worth $3.6M as of Q2 2026.
  • Integris Wealth Management sold 414 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $65.5K.
  • iShares ESG Aware MSCI USA ETF made up 0.73% of Integris Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Integris Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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