Omni 360 Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Omni 360 Wealth’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	$810K	Sell	4,948 -235	-5%	-$37.2K	0.37%	61
2026 Q1	$733K	Sell	5,183 -177	-3%	-$26.2K	0.38%	60
2025 Q4	$806K	Sell	5,360 -85	-2%	-$12.6K	0.41%	61
2025 Q3	$793K	Sell	5,445 -525	-9%	-$73.5K	0.44%	55
2025 Q2	$808K	Sell	5,970 -79	-1%	-$9.86K	0.5%	47
2025 Q1	$737K	Sell	6,049 -377	-6%	-$48.6K	0.49%	51
2024 Q4	$828K	Sell	6,426 -380	-6%	-$49.2K	0.55%	45
2024 Q3	$859K	Sell	6,806 -802	-11%	-$97.4K	0.59%	46
2024 Q2	$908K	Sell	7,608 -3,513	-32%	-$403K	0.69%	41
2024 Q1	$1.28M	Sell	11,121 -1,283	-10%	-$141K	1.06%	24
2023 Q4	$1.3M	Buy	+12,404	New	+$1.21M	1.22%	21

Other funds holding ESGU

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Omni 360 Wealth's ESGU Position: Q2 2026 in Review

Omni 360 Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.5% in Q2 2026, selling an estimated $37.2K and leaving 4,948 shares worth $810K. The position accounts for 0.37% of the portfolio, ranked #61.

Omni 360 Wealth first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q4 2023. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Omni 360 Wealth held 4,948 shares of iShares ESG Aware MSCI USA ETF worth $810K as of Q2 2026.
Omni 360 Wealth sold 235 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $37.2K.
iShares ESG Aware MSCI USA ETF made up 0.37% of Omni 360 Wealth's portfolio in Q2 2026, its #61 holding.
Omni 360 Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
Omni 360 Wealth's iShares ESG Aware MSCI USA ETF position peaked at $1.3M in Q4 2023.
149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.