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MeadowBrook Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

MeadowBrook Investment 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 		$122K Hold
746
– – 0.1% 132
2026
Q1 		$105K Hold
746
– – 0.09% 145
2025
Q4 		$111K Hold
746
– – 0.09% 148
2025
Q3 		$109K Hold
746
– – 0.09% 149
2025
Q2 		$101K Buy
+746
New +$93.1K 0.09% 147

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
MWM
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

MeadowBrook Investment Advisors's ESGU Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 746 shares worth $122K. The position accounts for 0.1% of the portfolio, ranked #132.

MeadowBrook Investment Advisors first reported a position in ESGU in Q2 2025 and has held it in 5 quarters since. 218 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • MeadowBrook Investment Advisors held 746 shares of iShares ESG Aware MSCI USA ETF worth $122K as of Q2 2026.
  • MeadowBrook Investment Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.1% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #132 holding.
  • MeadowBrook Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
  • 218 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.