Mission Wealth Management
ESGU icon

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

Mission 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 		$36.9M Sell
221,521
-10,711
-5% -$1.78M 0.58% 32
2026
Q2 		$38M Buy
232,232
+9,869
+4% +$1.56M 0.46% 34
2026
Q1 		$31.4M Sell
222,363
-2,970
-1% -$439K 0.65% 28
2025
Q4 		$33.6M Sell
225,333
-4,818
-2% -$712K 0.67% 26
2025
Q3 		$33.5M Buy
230,151
+385
+0.2% +$53.9K 0.67% 26
2025
Q2 		$31.1M Buy
229,766
+42,277
+23% +$5.28M 0.66% 25
2025
Q1 		$22.9M Buy
187,489
+14,792
+9% +$1.9M 0.56% 30
2024
Q4 		$22.2M Sell
172,697
-959
-0.6% -$124K 0.52% 30
2024
Q3 		$21.9M Buy
173,656
+9,560
+6% +$1.16M 0.53% 30
2024
Q2 		$19.6M Sell
164,096
-1,505
-0.9% -$173K 0.52% 31
2024
Q1 		$19M Sell
165,601
-1,858
-1% -$204K 0.5% 31
2023
Q4 		$17.6M Buy
167,459
+30,744
+22% +$3.01M 0.57% 28
2023
Q3 		$12.8M Sell
136,715
-4,962
-4% -$486K 0.48% 32
2023
Q2 		$13.8M Sell
141,677
-5,585
-4% -$516K 0.52% 29
2023
Q1 		$13.3M Buy
147,262
+22,960
+18% +$2.03M 0.56% 29
2022
Q4 		$10.5M Buy
124,302
+80,780
+186% +$6.89M 0.5% 34
2022
Q3 		$3.46M Buy
43,522
+11,802
+37% +$1.05M 0.18% 77
2022
Q2 		$2.66M Buy
31,720
+13,269
+72% +$1.21M 0.14% 92
2022
Q1 		$1.87M Buy
18,451
+10,731
+139% +$1.07M 0.09% 120
2021
Q4 		$833K Buy
7,720
+2,819
+58% +$296K 0.04% 216
2021
Q3 		$483K Buy
4,901
+250
+5% +$25.3K 0.02% 293
2021
Q2 		$458K Hold
4,651
– – 0.02% 302
2021
Q1 		$423K Sell
4,651
-289
-6% -$25.7K 0.02% 293
2020
Q4 		$425K Buy
4,940
+640
+15% +$52K 0.03% 274
2020
Q3 		$328K Hold
4,300
– – 0.02% 263
2020
Q2 		$301K Sell
4,300
-400
-9% -$26.3K 0.03% 253
2020
Q1 		$270K Sell
4,700
-85
-2% -$5.78K 0.03% 229
2019
Q4 		$341K Hold
4,785
– – 0.03% 235
2019
Q3 		$313K Buy
4,785
+85
+2% +$5.53K 0.03% 225
2019
Q2 		$303K Hold
4,700
– – 0.03% 238
2019
Q1 		$292K Hold
4,700
– – 0.03% 231
2018
Q4 		$258K Buy
+4,700
New +$278K 0.03% 214

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
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

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

Mission Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.6% in Q3 2026, selling an estimated $1.78M and leaving 221,521 shares worth $36.9M. The position accounts for 0.58% of the portfolio, ranked #32.

Mission Wealth Management first reported a position in ESGU in Q4 2018 and has held it in 32 quarters since. The position peaked at $38M in Q2 2026. 796 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Mission Wealth Management held 221,521 shares of iShares ESG Aware MSCI USA ETF worth $36.9M as of Q3 2026.
  • Mission Wealth Management sold 10,711 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $1.78M.
  • iShares ESG Aware MSCI USA ETF made up 0.58% of Mission Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Mission Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2018 and has held it in 32 quarters since.
  • Mission Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $38M in Q2 2026.
  • 796 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.