Moller Wealth Partners
ESGU icon

Moller Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Moller Wealth Partners’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 		$441K Sell
2,643
-6
-0.2% -$999 0.08% 48
2026
Q2 		$434K Buy
2,649
+877
+49% +$139K 0.08% 52
2026
Q1 		$251K Buy
1,772
+6
+0.3% +$888 0.05% 60
2025
Q4 		$263K Sell
1,766
-337
-16% -$49.8K 0.06% 62
2025
Q3 		$306K Hold
2,103
– – 0.06% 56
2025
Q2 		$285K Sell
2,103
-53
-2% -$6.62K 0.06% 61
2025
Q1 		$263K Sell
2,156
-18
-0.8% -$2.32K 0.07% 59
2024
Q4 		$280K Sell
2,174
-61
-3% -$7.9K 0.07% 53
2024
Q3 		$282K Buy
2,235
+535
+31% +$65K 0.07% 56
2024
Q2 		$203K Buy
+1,700
New +$195K 0.05% 65
2023
Q3 		– Sell
-2,069
Closed -$202K – 49
2023
Q2 		$202K Buy
+2,069
New +$191K 0.06% 49

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Moller Wealth Partners's ESGU Position: Q3 2026 in Review

Moller Wealth Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.23% in Q3 2026, selling an estimated $999 and leaving 2,643 shares worth $441K. The position accounts for 0.08% of the portfolio, ranked #48.

Moller Wealth Partners first reported a position in ESGU in Q2 2023 and has held it in 11 quarters since. 529 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Moller Wealth Partners held 2,643 shares of iShares ESG Aware MSCI USA ETF worth $441K as of Q3 2026.
  • Moller Wealth Partners sold 6 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $999.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of Moller Wealth Partners's portfolio in Q3 2026, its #48 holding.
  • Moller Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 11 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

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