Shared Vision Wealth Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Shared Vision Wealth Group’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	$1.6M	Buy	9,789 +5	+0.1%	+$791	0.55%	36
2026 Q1	$1.38M	Sell	9,784 -128	-1%	-$18.9K	0.56%	33
2025 Q4	$1.5M	Buy	9,912 +292	+3%	+$43.2K	0.61%	29
2025 Q3	$1.4M	Sell	9,620 -116	-1%	-$16.2K	0.59%	31
2025 Q2	$1.35M	Sell	9,736 -1,631	-14%	-$204K	0.67%	27
2025 Q1	$1.39M	Sell	11,367 -925	-8%	-$119K	0.76%	24
2024 Q4	$1.58M	Sell	12,292 -1,197	-9%	-$155K	0.83%	20
2024 Q3	$1.7M	Buy	13,489 +269	+2%	+$32.7K	0.91%	20
2024 Q2	$1.58M	Sell	13,220 -1,913	-13%	-$220K	0.92%	21
2024 Q1	$1.74M	Sell	15,133 -8,530	-36%	-$935K	1.09%	19
2023 Q4	$2.48M	Buy	+23,663	New	+$2.32M	1.66%	11

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Shared Vision Wealth Group's ESGU Position: Q2 2026 in Review

Shared Vision Wealth Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.05% in Q2 2026, buying an estimated $791 and bringing the position to 9,789 shares worth $1.6M. The position accounts for 0.55% of the portfolio, ranked #36.

Shared Vision Wealth Group first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.48M in Q4 2023. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Shared Vision Wealth Group held 9,789 shares of iShares ESG Aware MSCI USA ETF worth $1.6M as of Q2 2026.
Shared Vision Wealth Group bought 5 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $791.
iShares ESG Aware MSCI USA ETF made up 0.55% of Shared Vision Wealth Group's portfolio in Q2 2026, its #36 holding.
Shared Vision Wealth Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
Shared Vision Wealth Group's iShares ESG Aware MSCI USA ETF position peaked at $2.48M in Q4 2023.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.