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Salem Investment Counselors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Salem Investment Counselors’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 		$172K Hold
1,050
– – ﹤0.01% 425
2026
Q1 		$148K Buy
+1,050
New +$155K ﹤0.01% 417
2025
Q4 		– Sell
-1,050
Closed -$153K – 625
2025
Q3 		$153K Buy
1,050
+874
+497% +$122K ﹤0.01% 397
2025
Q2 		$23.8K Hold
176
– – ﹤0.01% 695
2025
Q1 		$21.5K Hold
176
– – ﹤0.01% 704
2024
Q4 		$22.7K Hold
176
– – ﹤0.01% 705
2024
Q3 		$22.2K Hold
176
– – ﹤0.01% 716
2024
Q2 		$21K Sell
176
-135
-43% -$15.5K ﹤0.01% 715
2024
Q1 		$35.8K Hold
311
– – ﹤0.01% 622
2023
Q4 		$32.6K Hold
311
– – ﹤0.01% 627
2023
Q3 		$29.3K Sell
311
-388
-56% -$38K ﹤0.01% 618
2023
Q2 		$68.1K Buy
699
+388
+125% +$35.8K ﹤0.01% 480
2023
Q1 		$28.1K Buy
+311
New +$27.5K ﹤0.01% 636
2021
Q2 		– Sell
-3
Closed – – 924
2021
Q1 		$0 Buy
+3
New +$267 ﹤0.01% 873

Other funds holding ESGU

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Salem Investment Counselors's ESGU Position: Q2 2026 in Review

Salem Investment Counselors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 1,050 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Salem Investment Counselors first reported a position in ESGU in Q1 2021 and has held it in 14 quarters since. 383 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Salem Investment Counselors held 1,050 shares of iShares ESG Aware MSCI USA ETF worth $172K as of Q2 2026.
  • Salem Investment Counselors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #425 holding.
  • Salem Investment Counselors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 14 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.