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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
Q2 		$6.42M Sell
39,245
-1,024
-3% -$162K 1.31% 20
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 Buy
48,041
+47,433
+7,801% +$4.38M 1.9% 14
2023
Q1 		$55K Sell
608
-53,389
-99% -$4.72M 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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Summit Wealth Group's ESGU Position: Q2 2026 in Review

Summit Wealth Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.5% in Q2 2026, selling an estimated $162K and leaving 39,245 shares worth $6.42M. The position accounts for 1.31% of the portfolio, ranked #20.

Summit Wealth Group first reported a position in ESGU in Q1 2021 and has held it in 22 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Summit Wealth Group held 39,245 shares of iShares ESG Aware MSCI USA ETF worth $6.42M as of Q2 2026.
  • Summit Wealth Group sold 1,024 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $162K.
  • iShares ESG Aware MSCI USA ETF made up 1.31% of Summit Wealth Group's portfolio in Q2 2026, its #20 holding.
  • Summit Wealth Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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