Strategic Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Strategic Wealth Partners’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	$199K	Hold	1,215	–	–	0.01%	315
2026 Q1	$172K	Sell	1,215 -59	-5%	-$8.73K	0.01%	322
2025 Q4	$190K	Hold	1,274	–	–	0.01%	318
2025 Q3	$185K	Hold	1,274	–	–	0.01%	343
2025 Q2	$172K	Buy	+1,274	New	+$159K	0.01%	336
2023 Q4	–	Sell	-4,756	Closed	-$447K	–	285
2023 Q3	$447K	Hold	4,756	–	–	0.06%	213
2023 Q2	$463K	Sell	4,756 -1,658	-26%	-$153K	0.06%	212
2023 Q1	$580K	Sell	6,414 -2,191	-25%	-$194K	0.09%	161
2022 Q4	$729K	Sell	8,605 -32,983	-79%	-$2.81M	0.14%	142
2022 Q3	$3.3M	Buy	+41,588	New	+$3.68M	0.7%	35

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

Strategic Wealth Partners's ESGU Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 1,215 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #315.

Strategic Wealth Partners first reported a position in ESGU in Q3 2022 and has held it in 10 quarters since. The position peaked at $3.3M in Q3 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Strategic Wealth Partners held 1,215 shares of iShares ESG Aware MSCI USA ETF worth $199K as of Q2 2026.
Strategic Wealth Partners left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #315 holding.
Strategic Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and has held it in 10 quarters since.
Strategic Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $3.3M in Q3 2022.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.