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 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

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

Maia Wealth's ESGU Position: Q2 2026 in Review

Maia Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.9% in Q2 2026, selling an estimated $260K and leaving 31,902 shares worth $5.22M. The position accounts for 0.77% of the portfolio, ranked #32.

Maia Wealth first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. The position peaked at $11M in Q4 2023. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Maia Wealth held 31,902 shares of iShares ESG Aware MSCI USA ETF worth $5.22M as of Q2 2026.
Maia Wealth sold 1,645 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $260K.
iShares ESG Aware MSCI USA ETF made up 0.77% of Maia Wealth's portfolio in Q2 2026, its #32 holding.
Maia Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's iShares ESG Aware MSCI USA ETF position peaked at $11M in Q4 2023.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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