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

Summit 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
Q1 		$5.69M Sell
40,269
-1,197
-3% -$177K 1.31% 22
2025
Q4 		$6.18M Sell
41,466
-679
-2% -$100K 1.44% 20
2025
Q3 		$6.14M Sell
42,145
-2,260
-5% -$317K 1.48% 21
2025
Q2 		$6.01M Sell
44,405
-1,059
-2% -$132K 1.54% 20
2025
Q1 		$5.54M Buy
45,464
+904
+2% +$116K 1.62% 17
2024
Q4 		$5.74M Sell
44,560
-197
-0.4% -$25.5K 1.66% 16
2024
Q3 		$5.65M Buy
44,757
+710
+2% +$86.2K 1.63% 17
2024
Q2 		$5.26M Sell
44,047
-1,722
-4% -$198K 1.58% 17
2024
Q1 		$5.26M Sell
45,769
-1,959
-4% -$215K 3.58% 9
2023
Q4 		$5.01M Sell
47,728
-13
-0% -$1.27K 3.92% 8
2023
Q3 		$4.48M Sell
47,741
-300
-0.6% -$29.4K 4% 8
2023
Q2 		$4.68M Sell
48,041
-4,901,564
-99% -$453M 1.9% 14
2023
Q1 		$55K Buy
4,949,605
+4,895,608
+9,066% +$433M 1.31% 16
2022
Q4 		$4.58M Buy
53,997
+856
+2% +$73K 4.83% 8
2022
Q3 		$4.22M Buy
53,141
+6,950
+15% +$615K 4.98% 8
2022
Q2 		$3.88M Buy
46,191
+1,681
+4% +$154K 4.58% 8
2022
Q1 		$4.51M Buy
44,510
+5,369
+14% +$538K 4.72% 8
2021
Q4 		$4.22M Buy
39,141
+13,784
+54% +$1.45M 4.81% 8
2021
Q3 		$2.5M Buy
25,357
+6,349
+33% +$643K 3.95% 8
2021
Q2 		$1.87M Buy
19,008
+13,974
+278% +$1.34M 2.78% 8
2021
Q1 		$457K Buy
+5,034
New +$447K 0.74% 9

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Wealth Group's ESGU Position: Q1 2026 in Review

Summit Wealth Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.9% in Q1 2026, selling an estimated $177K and leaving 40,269 shares worth $5.69M. The position accounts for 1.31% of the portfolio, ranked #22.

Summit Wealth Group first reported a position in ESGU in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.18M in Q4 2025. 808 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Summit Wealth Group held 40,269 shares of iShares ESG Aware MSCI USA ETF worth $5.69M as of Q1 2026.
  • Summit Wealth Group sold 1,197 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $177K.
  • iShares ESG Aware MSCI USA ETF made up 1.31% of Summit Wealth Group's portfolio in Q1 2026, its #22 holding.
  • Summit Wealth Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 21 quarters since.
  • Summit Wealth Group's iShares ESG Aware MSCI USA ETF position peaked at $6.18M in Q4 2025.
  • 808 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.