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Presilium Private Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Presilium Private Wealth’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 		$1.16M Buy
7,083
+87
+1% +$13.8K 0.18% 30
2026
Q1 		$989K Buy
6,996
+183
+3% +$27.1K 0.17% 33
2025
Q4 		$1.02M Sell
6,813
-67
-1% -$9.91K 0.19% 32
2025
Q3 		$1M Sell
6,880
-128
-2% -$17.9K 0.19% 31
2025
Q2 		$948K Sell
7,008
-56
-0.8% -$6.99K 0.19% 32
2025
Q1 		$861K Buy
7,064
+508
+8% +$65.4K 0.19% 35
2024
Q4 		$845K Buy
6,556
+401
+7% +$52K 0.19% 41
2024
Q3 		$777K Buy
6,155
+69
+1% +$8.38K 0.18% 44
2024
Q2 		$726K Sell
6,086
-105
-2% -$12.1K 0.18% 43
2024
Q1 		$712K Sell
6,191
-476
-7% -$52.2K 0.19% 43
2023
Q4 		$700K Sell
6,667
-104
-2% -$10.2K 0.2% 43
2023
Q3 		$636K Buy
6,771
+3,742
+124% +$366K 0.2% 28
2023
Q2 		$295K Sell
3,029
-47
-2% -$4.34K 0.1% 47
2023
Q1 		$278K Buy
3,076
+62
+2% +$5.48K 0.11% 43
2022
Q4 		$255K Buy
+3,014
New +$257K 0.11% 45

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Presilium Private Wealth's ESGU Position: Q2 2026 in Review

Presilium Private Wealth increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.2% in Q2 2026, buying an estimated $13.8K and bringing the position to 7,083 shares worth $1.16M. The position accounts for 0.18% of the portfolio, ranked #30.

Presilium Private Wealth first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Presilium Private Wealth held 7,083 shares of iShares ESG Aware MSCI USA ETF worth $1.16M as of Q2 2026.
  • Presilium Private Wealth bought 87 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $13.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.18% of Presilium Private Wealth's portfolio in Q2 2026, its #30 holding.
  • Presilium Private Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.