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

Silvia McColl 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	$959K	Hold	5,858	–	–	0.58%	43
2026 Q1	$828K	Sell	5,858 -21	-0.4%	-$3.11K	0.55%	44
2025 Q4	$876K	Hold	5,879	–	–	0.58%	42
2025 Q3	$856K	Sell	5,879 -449	-7%	-$62.9K	0.58%	40
2025 Q2	$856K	Sell	6,328 -148	-2%	-$18.5K	0.62%	41
2025 Q1	$789K	Hold	6,476	–	–	0.6%	42
2024 Q4	$834K	Buy	6,476 +15	+0.2%	+$1.94K	0.63%	40
2024 Q3	$815K	Sell	6,461 -1,330	-17%	-$161K	0.61%	42
2024 Q2	$930K	Buy	7,791 +155	+2%	+$17.8K	0.77%	35
2024 Q1	$863K	Sell	7,636 -748	-9%	-$82K	0.74%	33
2023 Q4	$880K	Buy	8,384 +690	+9%	+$67.6K	0.79%	34
2023 Q3	$723K	Buy	7,694 +349	+5%	+$34.2K	0.72%	35
2023 Q2	$716K	Buy	7,345 +52	+0.7%	+$4.8K	0.66%	37
2023 Q1	$660K	Sell	7,293 -9,361	-56%	-$828K	0.65%	39
2022 Q4	$1.41M	Buy	+16,654	New	+$1.42M	1.39%	13

Other funds holding ESGU

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Silvia McColl Wealth Management's ESGU Position: Q2 2026 in Review

Silvia McColl Wealth Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 5,858 shares worth $959K. The position accounts for 0.58% of the portfolio, ranked #43.

Silvia McColl Wealth Management first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.41M in Q4 2022. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Silvia McColl Wealth Management held 5,858 shares of iShares ESG Aware MSCI USA ETF worth $959K as of Q2 2026.
Silvia McColl Wealth Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.58% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #43 holding.
Silvia McColl Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
Silvia McColl Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $1.41M in Q4 2022.
149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.