Schwallier Wealth Management
ESGU icon

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
Q3 		$248K Sell
1,489
-152
-9% -$25.3K 0.16% 63
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Schwallier Wealth Management's ESGU Position: Q3 2026 in Review

Schwallier Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 9.3% in Q3 2026, selling an estimated $25.3K and leaving 1,489 shares worth $248K. The position accounts for 0.16% of the portfolio, ranked #63.

Schwallier Wealth Management first reported a position in ESGU in Q2 2025 and has held it in 6 quarters since. The position peaked at $269K in Q2 2026. 796 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Schwallier Wealth Management held 1,489 shares of iShares ESG Aware MSCI USA ETF worth $248K as of Q3 2026.
  • Schwallier Wealth Management sold 152 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $25.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.16% of Schwallier Wealth Management's portfolio in Q3 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 6 quarters since.
  • Schwallier Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $269K in Q2 2026.
  • 796 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.