Tanager Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Tanager Wealth Management’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	$543K	Hold	3,319	–	–	0.05%	92
2026 Q1	$469K	Buy	3,319 +21	+0.6%	+$3.11K	0.05%	88
2025 Q4	$491K	Hold	3,298	–	–	0.05%	81
2025 Q3	$480K	Sell	3,298 -705	-18%	-$98.7K	0.05%	77
2025 Q2	$542K	Hold	4,003	–	–	0.06%	73
2025 Q1	$488K	Buy	4,003 +461	+13%	+$59.4K	0.06%	69
2024 Q4	$456K	Sell	3,542 -755	-18%	-$97.8K	0.06%	67
2024 Q3	$542K	Hold	4,297	–	–	0.07%	62
2024 Q2	$513K	Hold	4,297	–	–	0.08%	57
2024 Q1	$494K	Hold	4,297	–	–	0.08%	57
2023 Q4	$451K	Hold	4,297	–	–	0.08%	56
2023 Q3	$405K	Buy	4,297 +271	+7%	+$26.5K	0.08%	53
2023 Q2	$392K	Hold	4,026	–	–	0.08%	60
2023 Q1	$364K	Buy	4,026 +618	+18%	+$54.6K	0.09%	54
2022 Q4	$289K	Buy	+3,408	New	+$291K	0.08%	59

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

Tanager Wealth Management's ESGU Position: Q2 2026 in Review

Tanager Wealth Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 3,319 shares worth $543K. The position accounts for 0.05% of the portfolio, ranked #92.

Tanager Wealth Management first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Tanager Wealth Management held 3,319 shares of iShares ESG Aware MSCI USA ETF worth $543K as of Q2 2026.
Tanager Wealth Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.05% of Tanager Wealth Management's portfolio in Q2 2026, its #92 holding.
Tanager Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.