Pacific Excel Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Pacific Excel Wealth Advisors’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	$433K	Buy	+2,647	New	+$419K	0.17%	114

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

Pacific Excel Wealth Advisors's ESGU Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 2,647 shares worth $433K. The stake represents 0.17% of the portfolio and ranks #114 among its holdings.

868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Pacific Excel Wealth Advisors held 2,647 shares of iShares ESG Aware MSCI USA ETF worth $433K as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.17% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #114 holding.
868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.