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Motive Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Motive Wealth Advisors’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 		$784K Hold
4,789
– – 0.32% 39
2026
Q1 		$677K Hold
4,789
– – 0.32% 39
2025
Q4 		$713K Buy
+4,789
New +$708K 0.3% 36

Other funds holding ESGU

Envestnet Portfolio Solutions
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Motive Wealth Advisors's ESGU Position: Q2 2026 in Review

Motive Wealth Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 4,789 shares worth $784K. The position accounts for 0.32% of the portfolio, ranked #39.

Motive Wealth Advisors first reported a position in ESGU in Q4 2025 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Motive Wealth Advisors held 4,789 shares of iShares ESG Aware MSCI USA ETF worth $784K as of Q2 2026.
  • Motive Wealth Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.32% of Motive Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Motive Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.