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Proactive Wealth Strategies’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Proactive Wealth Strategies’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 		$572K Buy
3,497
+8
+0.2% +$1.26K 0.09% 140
2026
Q1 		$494K Buy
3,489
+1,749
+101% +$259K 0.09% 141
2025
Q4 		$259K Buy
1,740
+5
+0.3% +$739 0.1% 132
2025
Q3 		$253K Buy
+1,735
New +$243K 0.11% 126

Other funds holding ESGU

TWIM
TIAA Wealth Investment Management New York $15B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Proactive Wealth Strategies's ESGU Position: Q2 2026 in Review

Proactive Wealth Strategies increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.23% in Q2 2026, buying an estimated $1.26K and bringing the position to 3,497 shares worth $572K. The position accounts for 0.09% of the portfolio, ranked #140.

Proactive Wealth Strategies first reported a position in ESGU in Q3 2025 and has held it in 4 quarters since. 607 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Proactive Wealth Strategies held 3,497 shares of iShares ESG Aware MSCI USA ETF worth $572K as of Q2 2026.
  • Proactive Wealth Strategies bought 8 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.26K.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of Proactive Wealth Strategies's portfolio in Q2 2026, its #140 holding.
  • Proactive Wealth Strategies first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
  • 607 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.