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

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return