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

NerdWallet 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	$458K	Buy	2,800 +394	+16%	+$62.3K	0.16%	42
2026 Q1	$340K	Sell	2,406 -233	-9%	-$34.5K	0.15%	41
2025 Q4	$393K	Buy	2,639 +36	+1%	+$5.32K	0.18%	42
2025 Q3	$379K	Buy	+2,603	New	+$365K	0.19%	41

Other funds holding ESGU

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

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return