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Pension & Wealth Management Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Pension & Wealth Management 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 		$53K Hold
323
– – 0.01% 317
2026
Q1 		$45.7K Buy
323
+13
+4% +$1.92K 0.01% 308
2025
Q4 		$46.2K Hold
310
– – 0.01% 310
2025
Q3 		$45.1K Buy
+310
New +$43.4K 0.01% 285

Other funds holding ESGU

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pension & Wealth Management Advisors's ESGU Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 323 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #317.

Pension & Wealth Management Advisors first reported a position in ESGU in Q3 2025 and has held it in 4 quarters since. 832 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Pension & Wealth Management Advisors held 323 shares of iShares ESG Aware MSCI USA ETF worth $53K as of Q2 2026.
  • Pension & Wealth Management Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #317 holding.
  • Pension & Wealth Management Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
  • 832 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.