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

Martel 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	$340K	Buy	+2,080	New	+$329K	0.05%	46

Other funds holding ESGU

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Martel Wealth Advisors opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 2,080 shares worth $340K. The stake represents 0.05% of the portfolio and ranks #46 among its holdings.

160 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Martel Wealth Advisors held 2,080 shares of iShares ESG Aware MSCI USA ETF worth $340K as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new Martel Wealth Advisors position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.05% of Martel Wealth Advisors's portfolio in Q2 2026, its #46 holding.
160 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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