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

Physician 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
Q1 		$5.03M Buy
35,584
+1,931
+6% +$286K 0.7% 30
2025
Q4 		$5.01M Buy
33,653
+423
+1% +$62.5K 0.7% 32
2025
Q3 		$4.84M Buy
33,230
+930
+3% +$130K 0.69% 33
2025
Q2 		$4.37M Sell
32,300
-190
-0.6% -$23.7K 0.69% 31
2025
Q1 		$3.96M Sell
32,490
-546
-2% -$70.3K 0.68% 33
2024
Q4 		$4.26M Sell
33,036
-732
-2% -$94.8K 0.72% 31
2024
Q3 		$4.3M Buy
33,768
+193
+0.6% +$23.4K 0.78% 30
2024
Q2 		$4.17M Sell
33,575
-236
-0.7% -$27.1K 0.77% 31
2024
Q1 		$3.74M Sell
33,811
-45,509
-57% -$4.99M 0.79% 31
2023
Q4 		$8.45M Buy
79,320
+3,532
+5% +$346K 1.89% 11
2023
Q3 		$7.19M Sell
75,788
-28,944
-28% -$2.83M 1.85% 14
2023
Q2 		$10.2M Buy
104,732
+1,355
+1% +$125K 2.54% 9
2023
Q1 		$9.43M Sell
103,377
-130,960
-56% -$11.6M 2.48% 9
2022
Q4 		$20.8M Sell
234,337
-38,559
-14% -$3.29M 5.61% 3
2022
Q3 		$22.9M Buy
272,896
+6,916
+3% +$612K 7.03% 3
2022
Q2 		$24.4M Sell
265,980
-22,376
-8% -$2.04M 7.06% 3
2022
Q1 		$27.6M Buy
288,356
+46,482
+19% +$4.66M 7.34% 3
2021
Q4 		$25.5M Buy
241,874
+22,225
+10% +$2.33M 6.69% 2
2021
Q3 		$22.5M Buy
219,649
+13,094
+6% +$1.33M 6.19% 2
2021
Q2 		$20.7M Buy
206,555
+27,462
+15% +$2.63M 5.92% 2
2021
Q1 		$16.7M Buy
179,093
+9,883
+6% +$879K 5.43% 4
2020
Q4 		$15.3M Buy
169,210
+36,263
+27% +$2.94M 5.21% 4
2020
Q3 		$10M Buy
132,947
+27,872
+27% +$2.1M 4.02% 4
2020
Q2 		$7.99M Sell
105,075
-9,253
-8% -$609K 3.22% 5
2020
Q1 		$7.15M Buy
+114,328
New +$7.78M 3.57% 4

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Physician Wealth Advisors's ESGU Position: Q1 2026 in Review

Physician Wealth Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.7% in Q1 2026, buying an estimated $286K and bringing the position to 35,584 shares worth $5.03M. The position accounts for 0.7% of the portfolio, ranked #30.

Physician Wealth Advisors first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $27.6M in Q1 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Physician Wealth Advisors held 35,584 shares of iShares ESG Aware MSCI USA ETF worth $5.03M as of Q1 2026.
  • Physician Wealth Advisors bought 1,931 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $286K.
  • iShares ESG Aware MSCI USA ETF made up 0.7% of Physician Wealth Advisors's portfolio in Q1 2026, its #30 holding.
  • Physician Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • Physician Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $27.6M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.