MBE Wealth Management
ESGU icon

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

MBE 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
Q3 		$871K Sell
5,224
-18
-0.3% -$3K 0.31% 53
2026
Q2 		$858K Buy
5,242
+54
+1% +$8.54K 0.3% 51
2026
Q1 		$734K Buy
5,188
+716
+16% +$106K 0.3% 46
2025
Q4 		$666K Buy
4,472
+226
+5% +$33.4K 0.28% 49
2025
Q3 		$618K Sell
4,246
-74
-2% -$10.4K 0.27% 49
2025
Q2 		$584K Buy
4,320
+189
+5% +$23.6K 0.25% 52
2025
Q1 		$504K Buy
4,131
+1,224
+42% +$158K 0.24% 56
2024
Q4 		$374K Buy
2,907
+433
+18% +$56.1K 0.21% 59
2024
Q3 		$312K Hold
2,474
– – 0.17% 69
2024
Q2 		$295K Hold
2,474
– – 0.18% 68
2024
Q1 		$284K Hold
2,474
– – 0.18% 66
2023
Q4 		$260K Hold
2,474
– – 0.13% 70
2023
Q3 		$232K Hold
2,474
– – 0.13% 64
2023
Q2 		$241K Hold
2,474
– – 0.13% 63
2023
Q1 		$224K Hold
2,474
– – 0.13% 66
2022
Q4 		$210K Sell
2,474
-575
-19% -$49.1K 0.14% 63
2022
Q3 		$242K Hold
3,049
– – 0.18% 51
2022
Q2 		$256K Sell
3,049
-227
-7% -$20.7K 0.18% 53
2022
Q1 		$332K Hold
3,276
– – 0.2% 44
2021
Q4 		$353K Hold
3,276
– – 0.18% 37
2021
Q3 		$323K Sell
3,276
-934
-22% -$94.6K 0.16% 40
2021
Q2 		$415K Sell
4,210
-11,603
-73% -$1.11M 0.21% 32
2021
Q1 		$1.44M Buy
15,813
+897
+6% +$79.7K 0.78% 19
2020
Q4 		$1.28M Sell
14,916
-212
-1% -$17.2K 0.87% 18
2020
Q3 		$1.06M Hold
15,128
– – 0.89% 19
2020
Q2 		$1.06M Buy
15,128
+952
+7% +$62.7K 0.89% 19
2020
Q1 		$815K Buy
+14,176
New +$965K 0.78% 17

Other funds holding ESGU

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
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
Rock Creek Group
Rock Creek Group Washington, District of Columbia $1.04B AUM 6.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

MBE Wealth Management's ESGU Position: Q3 2026 in Review

MBE Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.34% in Q3 2026, selling an estimated $3K and leaving 5,224 shares worth $871K. The position accounts for 0.31% of the portfolio, ranked #53.

MBE Wealth Management first reported a position in ESGU in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.44M in Q1 2021. 614 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • MBE Wealth Management held 5,224 shares of iShares ESG Aware MSCI USA ETF worth $871K as of Q3 2026.
  • MBE Wealth Management sold 18 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $3K.
  • iShares ESG Aware MSCI USA ETF made up 0.31% of MBE Wealth Management's portfolio in Q3 2026, its #53 holding.
  • MBE Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 27 quarters since.
  • MBE Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $1.44M in Q1 2021.
  • 614 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.