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Sax Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sax Wealth Advisors’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 		– Sell
-1,957
Closed -$292K – 541
2026
Q1 		$292K Hold
1,957
– – 0.01% 399
2025
Q4 		$292K Sell
1,957
-17
-0.9% -$2.51K 0.01% 405
2025
Q3 		$287K Buy
1,974
+41
+2% +$5.74K 0.02% 357
2025
Q2 		$262K Buy
+1,933
New +$241K 0.02% 367
2025
Q1 		– Sell
-1,655
Closed -$213K – 370
2024
Q4 		$213K Buy
1,655
+16
+1% +$2.07K 0.02% 312
2024
Q3 		$207K Buy
+1,639
New +$199K 0.02% 276

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

Sax Wealth Advisors's ESGU Position: Q2 2026 in Review

Sax Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 1,957 shares — an estimated $292K sold.

Sax Wealth Advisors first reported a position in ESGU in Q3 2024 and held it in 6 quarters. The position peaked at $292K in Q1 2026. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Sax Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Sax Wealth Advisors sold 1,957 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $292K.
  • Sax Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and held it in 6 quarters.
  • Sax Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $292K in Q1 2026.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.