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

Merkkuri 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	$368K	Sell	2,246 -13	-0.6%	-$2.06K	0.23%	64
2026 Q1	$320K	Sell	2,259 -38	-2%	-$5.62K	0.21%	67
2025 Q4	$342K	Sell	2,297 -1	-0%	-$148	0.23%	67
2025 Q3	$335K	Sell	2,298 -49	-2%	-$6.86K	0.24%	63
2025 Q2	$318K	Sell	2,347 -3,032	-56%	-$379K	0.24%	69
2025 Q1	$656K	Sell	5,379 -1,512	-22%	-$195K	0.56%	42
2024 Q4	$888K	Sell	6,891 -3,002	-30%	-$389K	0.7%	38
2024 Q3	$1.25M	Sell	9,893 -4,405	-31%	-$535K	0.99%	34
2024 Q2	$1.71M	Buy	+14,298	New	+$1.64M	1.57%	16

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

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

Merkkuri Wealth Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.58% in Q2 2026, selling an estimated $2.06K and leaving 2,246 shares worth $368K. The position accounts for 0.23% of the portfolio, ranked #64.

Merkkuri Wealth Advisors first reported a position in ESGU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.71M in Q2 2024. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Merkkuri Wealth Advisors held 2,246 shares of iShares ESG Aware MSCI USA ETF worth $368K as of Q2 2026.
Merkkuri Wealth Advisors sold 13 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $2.06K.
iShares ESG Aware MSCI USA ETF made up 0.23% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Merkkuri Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.71M in Q2 2024.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.