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

Oregon Pacific 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	$595K	Sell	3,634 -46	-1%	-$7.27K	0.56%	41
2026 Q1	$520K	Sell	3,680 -195	-5%	-$28.8K	0.54%	47
2025 Q4	$577K	Buy	3,875 +442	+13%	+$65.4K	0.6%	40
2025 Q3	$500K	Sell	3,433 -82	-2%	-$11.5K	0.43%	54
2025 Q2	$476K	Sell	3,515 -18	-0.5%	-$2.25K	0.45%	60
2025 Q1	$431K	Buy	3,533 +1,048	+42%	+$135K	0.43%	63
2024 Q4	$320K	Buy	+2,485	New	+$322K	0.31%	88

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

Oregon Pacific Wealth Management's ESGU Position: Q2 2026 in Review

Oregon Pacific Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.3% in Q2 2026, selling an estimated $7.27K and leaving 3,634 shares worth $595K. The position accounts for 0.56% of the portfolio, ranked #41.

Oregon Pacific Wealth Management first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Oregon Pacific Wealth Management held 3,634 shares of iShares ESG Aware MSCI USA ETF worth $595K as of Q2 2026.
Oregon Pacific Wealth Management sold 46 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $7.27K.
iShares ESG Aware MSCI USA ETF made up 0.56% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #41 holding.
Oregon Pacific Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.