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

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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. 197 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.
197 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.