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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Modern Wealth Management's ESGU Position: Q1 2026 in Review

Modern Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.1% in Q1 2026, selling an estimated $15.1K and leaving 9,551 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #362.

Modern Wealth Management first reported a position in ESGU in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q1 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Modern Wealth Management held 9,551 shares of iShares ESG Aware MSCI USA ETF worth $1.36M as of Q1 2026.
Modern Wealth Management sold 102 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $15.1K.
iShares ESG Aware MSCI USA ETF made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #362 holding.
Modern Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 8 quarters since.
Modern Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $1.45M in Q1 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.