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Sound Income Strategies’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sound Income Strategies’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 		– Sell
-161
Closed -$23K – 1040
2026
Q1 		$23K Hold
161
– – ﹤0.01% 1123
2025
Q4 		$24.3K Sell
161
-2,106
-93% -$311K ﹤0.01% 1072
2025
Q3 		$333K Sell
2,267
-285
-11% -$39.9K 0.02% 227
2025
Q2 		$345K Buy
2,552
+367
+17% +$45.8K 0.02% 214
2025
Q1 		$266K Buy
2,185
+13
+0.6% +$1.67K 0.02% 239
2024
Q4 		$280K Buy
2,172
+38
+2% +$4.92K 0.02% 208
2024
Q3 		$269K Hold
2,134
– – 0.02% 205
2024
Q2 		$255K Sell
2,134
-3,507
-62% -$403K 0.02% 204
2024
Q1 		$648K Buy
5,641
+763
+16% +$83.6K 0.05% 142
2023
Q4 		$512K Buy
4,878
+4,839
+12,408% +$474K 0.04% 134
2023
Q3 		$3.64K Buy
39
+38
+3,800% +$3.72K ﹤0.01% 806
2023
Q2 		$71 Hold
1
– – ﹤0.01% 1083
2023
Q1 		$65 Buy
+1
New +$88 ﹤0.01% 1041
2022
Q4 		– Sell
-53
Closed -$4K – 995
2022
Q3 		$4K Sell
53
-7
-12% -$620 ﹤0.01% 609
2022
Q2 		$5K Buy
+60
New +$5.48K ﹤0.01% 584

Other funds holding ESGU

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $518M AUM
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Sound Income Strategies's ESGU Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 161 shares — an estimated $23K sold.

Sound Income Strategies first reported a position in ESGU in Q2 2022 and held it in 15 quarters. The position peaked at $648K in Q1 2024. 693 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 161 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $23K.
  • Sound Income Strategies first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and held it in 15 quarters.
  • Sound Income Strategies's iShares ESG Aware MSCI USA ETF position peaked at $648K in Q1 2024.
  • 693 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.