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

Moment 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	$4.03M	Sell	24,625 -232	-0.9%	-$36.7K	0.73%	10
2026 Q1	$3.52M	Sell	24,857 -91	-0.4%	-$13.5K	0.63%	15
2025 Q4	$3.72M	Buy	24,948 +1,790	+8%	+$265K	0.76%	11
2025 Q3	$3.37M	Sell	23,158 -441	-2%	-$61.8K	0.6%	18
2025 Q2	$3.19M	Sell	23,599 -284	-1%	-$35.5K	0.6%	18
2025 Q1	$2.91M	Sell	23,883 -388	-2%	-$50K	0.58%	20
2024 Q4	$3.13M	Buy	+24,271	New	+$3.14M	0.6%	19

Other funds holding ESGU

MMA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Moment Partners's ESGU Position: Q2 2026 in Review

Moment Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.93% in Q2 2026, selling an estimated $36.7K and leaving 24,625 shares worth $4.03M. The position accounts for 0.73% of the portfolio, ranked #10.

Moment Partners first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. 412 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Moment Partners held 24,625 shares of iShares ESG Aware MSCI USA ETF worth $4.03M as of Q2 2026.
Moment Partners sold 232 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $36.7K.
iShares ESG Aware MSCI USA ETF made up 0.73% of Moment Partners's portfolio in Q2 2026, its #10 holding.
Moment Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
412 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.