Kingswood Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Kingswood Wealth Advisors’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	$546K	Sell	3,339 -17	-0.5%	-$2.69K	0.02%	584
2026 Q1	$475K	Sell	3,356 -162	-5%	-$24K	0.02%	561
2025 Q4	$524K	Sell	3,518 -12,201	-78%	-$1.8M	0.03%	512
2025 Q3	$2.29M	Sell	15,719 -734	-4%	-$103K	0.14%	164
2025 Q2	$2.23M	Sell	16,453 -4,290	-21%	-$536K	0.18%	124
2025 Q1	$2.53M	Sell	20,743 -5,171	-20%	-$666K	0.23%	101
2024 Q4	$3.34M	Buy	25,914 +6,699	+35%	+$868K	0.25%	85
2024 Q3	$2.42M	Sell	19,215 -3,749	-16%	-$455K	0.17%	130
2024 Q2	$2.74M	Sell	22,964 -16	-0.1%	-$1.84K	0.25%	86
2024 Q1	$2.64M	Buy	+22,980	New	+$2.52M	0.3%	73
2023 Q3	–	Sell	-3,725	Closed	-$363K	–	446
2023 Q2	$363K	Buy	+3,725	New	+$344K	0.12%	173

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kingswood Wealth Advisors's ESGU Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.51% in Q2 2026, selling an estimated $2.69K and leaving 3,339 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #584.

Kingswood Wealth Advisors first reported a position in ESGU in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.34M in Q4 2024. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Kingswood Wealth Advisors held 3,339 shares of iShares ESG Aware MSCI USA ETF worth $546K as of Q2 2026.
Kingswood Wealth Advisors sold 17 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $2.69K.
iShares ESG Aware MSCI USA ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #584 holding.
Kingswood Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $3.34M in Q4 2024.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.