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

Madrid 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 		$2.54M Buy
15,506
+104
+0.7% +$16.4K 1.67% 19
2026
Q1 		$2.18M Sell
15,402
-160
-1% -$23.7K 1.64% 18
2025
Q4 		$2.32M Buy
+15,562
New +$2.3M 1.88% 15

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

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

Madrid Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.68% in Q2 2026, buying an estimated $16.4K and bringing the position to 15,506 shares worth $2.54M. The position accounts for 1.67% of the portfolio, ranked #19.

Madrid Wealth Management first reported a position in ESGU in Q4 2025 and has held it in 3 quarters since. 860 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Madrid Wealth Management held 15,506 shares of iShares ESG Aware MSCI USA ETF worth $2.54M as of Q2 2026.
  • Madrid Wealth Management bought 104 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $16.4K.
  • iShares ESG Aware MSCI USA ETF made up 1.67% of Madrid Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Madrid Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • 860 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Madrid Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.