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

Syntegra Private 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 		$417K Sell
2,549
-28
-1% -$4.43K 0.03% 139
2026
Q1 		$364K Sell
2,577
-947
-27% -$140K 0.03% 133
2025
Q4 		$525K Sell
3,524
-423
-11% -$62.5K 0.05% 101
2025
Q3 		$575K Buy
3,947
+255
+7% +$35.7K 0.05% 89
2025
Q2 		$500K Sell
3,692
-501
-12% -$62.5K 0.05% 97
2025
Q1 		$511K Sell
4,193
-178
-4% -$22.9K 0.06% 79
2024
Q4 		$563K Sell
4,371
-171
-4% -$22.2K 0.06% 70
2024
Q3 		$573K Buy
4,542
+576
+15% +$69.9K 0.07% 70
2024
Q2 		$473K Sell
3,966
-165
-4% -$19K 0.06% 77
2024
Q1 		$475K Sell
4,131
-860
-17% -$94.2K 0.06% 73
2023
Q4 		$524K Sell
4,991
-386
-7% -$37.8K 0.07% 60
2023
Q3 		$505K Sell
5,377
-1,444
-21% -$141K 0.08% 62
2023
Q2 		$665K Sell
6,821
-612
-8% -$56.5K 0.1% 57
2023
Q1 		$672K Sell
7,433
-4,226
-36% -$374K 0.12% 50
2022
Q4 		$988K Buy
+11,659
New +$995K 0.2% 35

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

Syntegra Private Wealth Group's ESGU Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.1% in Q2 2026, selling an estimated $4.43K and leaving 2,549 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #139.

Syntegra Private Wealth Group first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. The position peaked at $988K in Q4 2022. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Syntegra Private Wealth Group held 2,549 shares of iShares ESG Aware MSCI USA ETF worth $417K as of Q2 2026.
  • Syntegra Private Wealth Group sold 28 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $4.43K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #139 holding.
  • Syntegra Private Wealth Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • Syntegra Private Wealth Group's iShares ESG Aware MSCI USA ETF position peaked at $988K in Q4 2022.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.