Northwest Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Northwest Wealth Management’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	$280K	Hold	1,712	–	–	0.04%	206
2026 Q1	$242K	Hold	1,712	–	–	0.04%	210
2025 Q4	$255K	Hold	1,712	–	–	0.04%	203
2025 Q3	$249K	Hold	1,712	–	–	0.04%	181
2025 Q2	$232K	Hold	1,712	–	–	0.04%	179
2025 Q1	$209K	Buy	1,712 +140	+9%	+$18K	0.04%	173
2024 Q4	$203K	Buy	+1,572	New	+$204K	0.04%	161

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

Northwest Wealth Management's ESGU Position: Q2 2026 in Review

Northwest Wealth Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 1,712 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #206.

Northwest Wealth Management first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. 374 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Northwest Wealth Management held 1,712 shares of iShares ESG Aware MSCI USA ETF worth $280K as of Q2 2026.
Northwest Wealth Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.04% of Northwest Wealth Management's portfolio in Q2 2026, its #206 holding.
Northwest Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
374 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.