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

Oxinas Partners 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 		$363K Sell
2,219
-351
-14% -$55.5K 0.14% 105
2026
Q1 		$364K Buy
2,570
+266
+12% +$39.4K 0.17% 98
2025
Q4 		$343K Buy
2,304
+2
+0.1% +$296 0.17% 95
2025
Q3 		$335K Sell
2,302
-507
-18% -$71K 0.18% 91
2025
Q2 		$380K Sell
2,809
-406
-13% -$50.7K 0.2% 89
2025
Q1 		$392K Buy
3,215
+4
+0.1% +$515 0.23% 84
2024
Q4 		$414K Sell
3,211
-137
-4% -$17.7K 0.24% 79
2024
Q3 		$422K Sell
3,348
-96
-3% -$11.7K 0.26% 77
2024
Q2 		$411K Buy
3,444
+24
+0.7% +$2.76K 0.27% 76
2024
Q1 		$393K Buy
3,420
+30
+0.9% +$3.29K 0.26% 79
2023
Q4 		$356K Buy
3,390
+8
+0.2% +$784 0.25% 80
2023
Q3 		$318K Buy
3,382
+225
+7% +$22K 0.24% 75
2023
Q2 		$308K Sell
3,157
-112
-3% -$10.3K 0.2% 88
2023
Q1 		$296K Buy
3,269
+56
+2% +$4.95K 0.21% 80
2022
Q4 		$272K Sell
3,213
-11,108
-78% -$948K 0.23% 75
2022
Q3 		$1.14M Buy
14,321
+4,109
+40% +$364K 0.94% 30
2022
Q2 		$857K Sell
10,212
-14,958
-59% -$1.37M 0.65% 42
2022
Q1 		$2.55M Buy
25,170
+987
+4% +$98.9K 1.6% 16
2021
Q4 		$2.61M Buy
24,183
+744
+3% +$78.1K 1.49% 17
2021
Q3 		$2.31M Buy
23,439
+1,617
+7% +$164K 1.34% 19
2021
Q2 		$2.15M Sell
21,822
-15
-0.1% -$1.44K 1.23% 20
2021
Q1 		$1.98M Buy
21,837
+172
+0.8% +$15.3K 1.26% 20
2020
Q4 		$1.86M Buy
+21,665
New +$1.76M 1.38% 20

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Oxinas Partners Wealth Management's ESGU Position: Q2 2026 in Review

Oxinas Partners Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 14% in Q2 2026, selling an estimated $55.5K and leaving 2,219 shares worth $363K. The position accounts for 0.14% of the portfolio, ranked #105.

Oxinas Partners Wealth Management first reported a position in ESGU in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.61M in Q4 2021. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Oxinas Partners Wealth Management held 2,219 shares of iShares ESG Aware MSCI USA ETF worth $363K as of Q2 2026.
  • Oxinas Partners Wealth Management sold 351 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $55.5K.
  • iShares ESG Aware MSCI USA ETF made up 0.14% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Oxinas Partners Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • Oxinas Partners Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $2.61M in Q4 2021.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.