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 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

Other funds holding ESGU

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Moller Wealth Partners's ESGU Position: Q2 2026 in Review

Moller Wealth Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 49% in Q2 2026, buying an estimated $139K and bringing the position to 2,649 shares worth $434K. The position accounts for 0.08% of the portfolio, ranked #52.

Moller Wealth Partners first reported a position in ESGU in Q2 2023 and has held it in 10 quarters since. 341 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Moller Wealth Partners held 2,649 shares of iShares ESG Aware MSCI USA ETF worth $434K as of Q2 2026.
Moller Wealth Partners bought 877 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $139K.
iShares ESG Aware MSCI USA ETF made up 0.08% of Moller Wealth Partners's portfolio in Q2 2026, its #52 holding.
Moller Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 10 quarters since.
341 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.