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

Medallion 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	–	Sell	-112	Closed	-$15.8K	–	1246
2026 Q1	$15.8K	Hold	112	–	–	0.01%	694
2025 Q4	$16.7K	Hold	112	–	–	0.01%	672
2025 Q3	$16.3K	Hold	112	–	–	0.01%	673
2025 Q2	$15.1K	Hold	112	–	–	0.01%	670
2025 Q1	$13.7K	Hold	112	–	–	0.01%	637
2024 Q4	$14.4K	Buy	+112	New	+$14.5K	0.01%	611

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

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

Medallion Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 112 shares — an estimated $15.8K sold.

Medallion Wealth Advisors first reported a position in ESGU in Q4 2024 and held it in 6 quarters. The position peaked at $16.7K in Q4 2025. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Medallion Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 112 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $15.8K.
Medallion Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $16.7K in Q4 2025.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.