Oak Barrel Wealth Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Oak Barrel Wealth Advisory’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	$1.97M	Buy	+12,048	New	+$1.9M	0.87%	17
2025 Q4	$1.83M	Buy	+12,315	New	+$1.82M	1.1%	18

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Oak Barrel Wealth Advisory's ESGU Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 12,048 shares worth $1.97M. The stake represents 0.87% of the portfolio and ranks #17 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in ESGU as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in ESGU in Q4 2025 and has held it in 2 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Oak Barrel Wealth Advisory held 12,048 shares of iShares ESG Aware MSCI USA ETF worth $1.97M as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.87% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #17 holding.
Oak Barrel Wealth Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 2 quarters since.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.