Pioneer Wealth Management Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Pioneer Wealth Management Group’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	$4.13M	Buy	25,232 +4,894	+24%	+$774K	1%	13
2026 Q1	$2.88M	Buy	20,338 +1,345	+7%	+$199K	0.81%	17
2025 Q4	$2.83M	Buy	18,993 +985	+5%	+$146K	0.86%	16
2025 Q3	$2.62M	Buy	18,008 +594	+3%	+$83.2K	0.85%	16
2025 Q2	$2.36M	Buy	17,414 +1,411	+9%	+$176K	0.87%	15
2025 Q1	$1.95M	Buy	+16,003	New	+$2.06M	0.84%	16
2024 Q3	$1.75M	Sell	13,862 -518	-4%	-$62.9K	0.83%	19
2024 Q2	$1.72M	Buy	14,380 +723	+5%	+$83K	0.91%	19
2024 Q1	$1.57M	Sell	13,657 -950	-7%	-$104K	0.9%	20
2023 Q4	$1.53M	Buy	14,607 +1,206	+9%	+$118K	0.95%	20
2023 Q3	$1.26M	Sell	13,401 -775	-5%	-$75.9K	0.96%	22
2023 Q2	$1.38M	Buy	14,176 +214	+2%	+$19.8K	1.1%	21
2023 Q1	$1.26M	Buy	13,962 +2,309	+20%	+$204K	1.12%	19
2022 Q4	$988K	Buy	+11,653	New	+$994K	0.93%	24

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

Pioneer Wealth Management Group's ESGU Position: Q2 2026 in Review

Pioneer Wealth Management Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 24% in Q2 2026, buying an estimated $774K and bringing the position to 25,232 shares worth $4.13M. The position accounts for 1% of the portfolio, ranked #13.

Pioneer Wealth Management Group first reported a position in ESGU in Q4 2022 and has held it in 14 quarters since. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Pioneer Wealth Management Group held 25,232 shares of iShares ESG Aware MSCI USA ETF worth $4.13M as of Q2 2026.
Pioneer Wealth Management Group bought 4,894 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $774K.
iShares ESG Aware MSCI USA ETF made up 1% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #13 holding.
Pioneer Wealth Management Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 14 quarters since.
862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q2 2026, filed 7 Jul 2026.