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Talisman Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Talisman Wealth Advisors’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
-5,600
Closed -$792K – 121
2026
Q1 		$792K Sell
5,600
-98
-2% -$14.5K 0.64% 42
2025
Q4 		$852K Buy
5,698
+978
+21% +$145K 0.66% 45
2025
Q3 		$687K Sell
4,720
-47
-1% -$6.58K 0.57% 44
2025
Q2 		$645K Buy
4,767
+38
+0.8% +$4.74K 0.59% 44
2025
Q1 		$576K Sell
4,729
-277
-6% -$35.7K 0.59% 48
2024
Q4 		$645K Sell
5,006
-99
-2% -$12.8K 0.68% 40
2024
Q3 		$643K Buy
5,105
+307
+6% +$37.3K 0.68% 42
2024
Q2 		$573K Buy
4,798
+1,324
+38% +$152K 0.66% 42
2024
Q1 		$399K Buy
3,474
+86
+3% +$9.42K 0.5% 54
2023
Q4 		$355K Sell
3,388
-1,797
-35% -$176K 0.53% 57
2023
Q3 		$487K Sell
5,185
-768
-13% -$75.2K 0.84% 34
2023
Q2 		$580K Buy
5,953
+16
+0.3% +$1.48K 0.99% 31
2023
Q1 		$537K Buy
5,937
+25
+0.4% +$2.21K 0.97% 31
2022
Q4 		$501K Buy
+5,912
New +$504K 1.07% 31

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

Talisman Wealth Advisors's ESGU Position: Q2 2026 in Review

Talisman Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 5,600 shares — an estimated $792K sold.

Talisman Wealth Advisors first reported a position in ESGU in Q4 2022 and held it in 14 quarters. The position peaked at $852K in Q4 2025. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Talisman Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Talisman Wealth Advisors sold 5,600 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $792K.
  • Talisman Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 14 quarters.
  • Talisman Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $852K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.