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

Modern 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 Q2	$1.4M	Sell	8,581 -970	-10%	-$153K	0.02%	444
2026 Q1	$1.36M	Sell	9,551 -102	-1%	-$15.1K	0.02%	362
2025 Q4	$1.44M	Buy	9,653 +1,194	+14%	+$177K	0.03%	351
2025 Q3	$1.23M	Sell	8,459 -293	-3%	-$41K	0.02%	349
2025 Q2	$1.18M	Sell	8,752 -3,101	-26%	-$387K	0.03%	338
2025 Q1	$1.45M	Buy	11,853 +4,878	+70%	+$628K	0.05%	254
2024 Q4	$899K	Sell	6,975 -1,680	-19%	-$218K	0.03%	267
2024 Q3	$1.09M	Buy	8,655 +659	+8%	+$80K	0.07%	159
2024 Q2	$954K	Buy	+7,996	New	+$918K	0.07%	140

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

Modern Wealth Management's ESGU Position: Q2 2026 in Review

Modern Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 10% in Q2 2026, selling an estimated $153K and leaving 8,581 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #444.

Modern Wealth Management first reported a position in ESGU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.45M in Q1 2025. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Modern Wealth Management held 8,581 shares of iShares ESG Aware MSCI USA ETF worth $1.4M as of Q2 2026.
Modern Wealth Management sold 970 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $153K.
iShares ESG Aware MSCI USA ETF made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #444 holding.
Modern Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
Modern Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $1.45M in Q1 2025.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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