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

Schwallier 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 		$269K Sell
1,641
-84
-5% -$13.3K 0.17% 63
2026
Q1 		$244K Buy
1,725
+4
+0.2% +$592 0.18% 56
2025
Q4 		$259K Buy
1,721
+5
+0.3% +$739 0.17% 50
2025
Q3 		$250K Buy
1,716
+5
+0.3% +$700 0.16% 46
2025
Q2 		$232K Buy
+1,711
New +$214K 0.14% 49

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

Schwallier Wealth Management's ESGU Position: Q2 2026 in Review

Schwallier Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.9% in Q2 2026, selling an estimated $13.3K and leaving 1,641 shares worth $269K. The position accounts for 0.17% of the portfolio, ranked #63.

Schwallier Wealth Management first reported a position in ESGU in Q2 2025 and has held it in 5 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Schwallier Wealth Management held 1,641 shares of iShares ESG Aware MSCI USA ETF worth $269K as of Q2 2026.
  • Schwallier Wealth Management sold 84 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $13.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.17% of Schwallier Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Schwallier Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.