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

Signal Advisors Wealth’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	$314K	Sell	1,921 -64	-3%	-$10.1K	0.02%	518
2026 Q1	$281K	Buy	1,985 +8	+0.4%	+$1.18K	0.02%	490
2025 Q4	$295K	Sell	1,977 -1,473	-43%	-$218K	0.02%	407
2025 Q3	$502K	Sell	3,450 -466	-12%	-$65.3K	0.05%	270
2025 Q2	$530K	Sell	3,916 -97	-2%	-$12.1K	0.04%	291
2025 Q1	$489K	Sell	4,013 -1,362	-25%	-$175K	0.05%	281
2024 Q4	$692K	Sell	5,375 -53	-1%	-$6.87K	0.08%	223
2024 Q3	$685K	Buy	+5,428	New	+$659K	0.1%	210
2024 Q2	–	Sell	-9,663	Closed	-$1.11M	–	136
2024 Q1	$1.11M	Sell	9,663 -8,933	-48%	-$979K	0.28%	85
2023 Q4	$1.95M	Buy	+18,596	New	+$1.82M	0.68%	47

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

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

Signal Advisors Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.2% in Q2 2026, selling an estimated $10.1K and leaving 1,921 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #518.

Signal Advisors Wealth first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.95M in Q4 2023. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Signal Advisors Wealth held 1,921 shares of iShares ESG Aware MSCI USA ETF worth $314K as of Q2 2026.
Signal Advisors Wealth sold 64 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $10.1K.
iShares ESG Aware MSCI USA ETF made up 0.02% of Signal Advisors Wealth's portfolio in Q2 2026, its #518 holding.
Signal Advisors Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
Signal Advisors Wealth's iShares ESG Aware MSCI USA ETF position peaked at $1.95M in Q4 2023.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.