Martel Wealth Advisors
ESGU icon

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
Q3 		$347K Hold
2,080
– – 0.05% 46
2026
Q2 		$340K Buy
+2,080
New +$329K 0.05% 46

Other funds holding ESGU

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Martel Wealth Advisors's ESGU Position: Q3 2026 in Review

Martel Wealth Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 2,080 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #46.

Martel Wealth Advisors first reported a position in ESGU in Q2 2026 and has held it in 2 quarters since. 699 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Martel Wealth Advisors held 2,080 shares of iShares ESG Aware MSCI USA ETF worth $347K as of Q3 2026.
  • Martel Wealth Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of Martel Wealth Advisors's portfolio in Q3 2026, its #46 holding.
  • Martel Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2026 and has held it in 2 quarters since.
  • 699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Martel Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.