QPWM
ESGU icon

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

Quadrant Private Wealth Management’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 		$916K Sell
5,596
-36
-0.6% -$5.69K 0.21% 77
2026
Q1 		$797K Sell
5,632
-104
-2% -$15.4K 0.12% 142
2025
Q4 		$855K Sell
5,736
-137
-2% -$20.3K 0.14% 126
2025
Q3 		$855K Sell
5,873
-84
-1% -$11.8K 0.16% 118
2025
Q2 		$806K Sell
5,957
-21
-0.4% -$2.62K 0.17% 111
2025
Q1 		$729K Sell
5,978
-27
-0.4% -$3.48K 0.18% 108
2024
Q4 		$774K Sell
6,005
-20
-0.3% -$2.59K 0.19% 111
2024
Q3 		$760K Sell
6,025
-180
-3% -$21.9K 0.19% 110
2024
Q2 		$740K Sell
6,205
-4,228
-41% -$486K 0.17% 113
2024
Q1 		$1.2M Sell
10,433
-1,817
-15% -$199K 0.3% 80
2023
Q4 		$1.29M Sell
12,250
-7,033
-36% -$689K 0.36% 72
2023
Q3 		$1.82M Sell
19,283
-1,551
-7% -$152K 0.61% 44
2023
Q2 		$2.03M Sell
20,834
-1,248
-6% -$115K 0.59% 50
2023
Q1 		$2M Sell
22,082
-4,751
-18% -$420K 0.62% 45
2022
Q4 		$2.27M Buy
+26,833
New +$2.29M 0.76% 36
2022
Q2 		$2.38M Buy
28,380
+1,313
+5% +$120K 0.98% 29
2022
Q1 		$2.74M Buy
27,067
+5,814
+27% +$582K 1.02% 25
2021
Q4 		$2.29M Buy
21,253
+2,782
+15% +$292K 0.85% 33
2021
Q3 		$1.82M Buy
18,471
+3,884
+27% +$394K 0.75% 36
2021
Q2 		$1.44M Buy
14,587
+1,025
+8% +$98K 0.58% 42
2021
Q1 		$1.23M Buy
13,562
+1,339
+11% +$119K 0.54% 50
2020
Q4 		$1.05M Buy
12,223
+6,283
+106% +$510K 0.47% 59
2020
Q3 		$453K Buy
5,940
+1,176
+25% +$88.6K 0.23% 93
2020
Q2 		$333K Buy
+4,764
New +$314K 0.19% 115

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

Quadrant Private Wealth Management's ESGU Position: Q2 2026 in Review

Quadrant Private Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.64% in Q2 2026, selling an estimated $5.69K and leaving 5,596 shares worth $916K. The position accounts for 0.21% of the portfolio, ranked #77.

Quadrant Private Wealth Management first reported a position in ESGU in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.74M in Q1 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Quadrant Private Wealth Management held 5,596 shares of iShares ESG Aware MSCI USA ETF worth $916K as of Q2 2026.
  • Quadrant Private Wealth Management sold 36 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $5.69K.
  • iShares ESG Aware MSCI USA ETF made up 0.21% of Quadrant Private Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Quadrant Private Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 24 quarters since.
  • Quadrant Private Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $2.74M in Q1 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.