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Kestra Private Wealth Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Kestra Private Wealth Services’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 		$1.76M Buy
10,765
+109
+1% +$17.2K 0.02% 646
2026
Q1 		$1.51M Buy
10,656
+769
+8% +$114K 0.02% 652
2025
Q4 		$1.47M Buy
9,887
+381
+4% +$56.3K 0.02% 650
2025
Q3 		$1.38M Buy
9,506
+1,891
+25% +$265K 0.02% 652
2025
Q2 		$1.03M Sell
7,615
-5,673
-43% -$708K 0.01% 736
2025
Q1 		$1.62M Sell
13,288
-624
-4% -$80.4K 0.03% 523
2024
Q4 		$1.79M Sell
13,912
-877
-6% -$114K 0.03% 460
2024
Q3 		$1.87M Buy
14,789
+384
+3% +$46.6K 0.03% 438
2024
Q2 		$1.72M Sell
14,405
-956
-6% -$110K 0.03% 430
2024
Q1 		$1.77M Sell
15,361
-26,259
-63% -$2.88M 0.04% 404
2023
Q4 		$4.37M Sell
41,620
-19,677
-32% -$1.93M 0.11% 208
2023
Q3 		$5.76M Buy
61,297
+4,878
+9% +$478K 0.18% 136
2023
Q2 		$5.5M Buy
56,419
+244
+0.4% +$22.5K 0.19% 134
2023
Q1 		$5.08M Buy
56,175
+50,580
+904% +$4.47M 0.2% 122
2022
Q4 		$474K Sell
5,595
-2,191
-28% -$187K 0.02% 536
2022
Q3 		$618K Sell
7,786
-1,475
-16% -$131K 0.04% 438
2022
Q2 		$777K Buy
9,261
+408
+5% +$37.3K 0.04% 386
2022
Q1 		$897K Buy
8,853
+1,943
+28% +$195K 0.04% 402
2021
Q4 		$746K Buy
6,910
+523
+8% +$54.9K 0.04% 475
2021
Q3 		$629K Sell
6,387
-728
-10% -$73.8K 0.04% 480
2021
Q2 		$701K Buy
7,115
+1,462
+26% +$140K 0.04% 428
2021
Q1 		$514K Buy
5,653
+171
+3% +$15.2K 0.04% 445
2020
Q4 		$470K Buy
+5,482
New +$445K 0.03% 448

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

Kestra Private Wealth Services's ESGU Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1% in Q2 2026, buying an estimated $17.2K and bringing the position to 10,765 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #646.

Kestra Private Wealth Services first reported a position in ESGU in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.76M in Q3 2023. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Kestra Private Wealth Services held 10,765 shares of iShares ESG Aware MSCI USA ETF worth $1.76M as of Q2 2026.
  • Kestra Private Wealth Services bought 109 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $17.2K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #646 holding.
  • Kestra Private Wealth Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's iShares ESG Aware MSCI USA ETF position peaked at $5.76M in Q3 2023.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.