Maia Wealth
ESGU icon

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

Maia Wealth’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
Q3 		$5.3M Sell
31,797
-105
-0.3% -$17.5K 0.73% 36
2026
Q2 		$5.22M Sell
31,902
-1,645
-5% -$260K 0.77% 32
2026
Q1 		$4.74M Sell
33,547
-1,706
-5% -$252K 0.8% 27
2025
Q4 		$5.21M Sell
35,253
-5,692
-14% -$842K 0.89% 23
2025
Q3 		$6.12M Buy
40,945
+706
+2% +$98.9K 1.03% 18
2025
Q2 		$5.44M Sell
40,239
-1,975
-5% -$247K 1.04% 20
2025
Q1 		$4.95M Sell
42,214
-3,460
-8% -$446K 1.12% 19
2024
Q4 		$6.02M Buy
45,674
+1,571
+4% +$204K 1.3% 17
2024
Q3 		$5.6M Sell
44,103
-4,317
-9% -$524K 1.38% 14
2024
Q2 		$5.96M Buy
+48,420
New +$5.56M 1.79% 10
2023
Q4 		$11M Buy
+104,366
New +$10.2M 4.42% 2

Other funds holding ESGU

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Maia Wealth's ESGU Position: Q3 2026 in Review

Maia Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.33% in Q3 2026, selling an estimated $17.5K and leaving 31,797 shares worth $5.3M. The position accounts for 0.73% of the portfolio, ranked #36.

Maia Wealth first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. The position peaked at $11M in Q4 2023. 435 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Maia Wealth held 31,797 shares of iShares ESG Aware MSCI USA ETF worth $5.3M as of Q3 2026.
  • Maia Wealth sold 105 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $17.5K.
  • iShares ESG Aware MSCI USA ETF made up 0.73% of Maia Wealth's portfolio in Q3 2026, its #36 holding.
  • Maia Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • Maia Wealth's iShares ESG Aware MSCI USA ETF position peaked at $11M in Q4 2023.
  • 435 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.