TD Private Client Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.88M Buy
11,466
+4,901
+75% +$775K 0.03% 280
2026
Q1
$928K Buy
6,565
+1,823
+38% +$270K 0.02% 376
2025
Q4
$707K Sell
4,742
-85
-2% -$12.6K 0.02% 411
2025
Q3
$703K Sell
4,827
-53
-1% -$7.42K 0.02% 425
2025
Q2
$660K Sell
4,880
-157
-3% -$19.6K 0.02% 430
2025
Q1
$614K Sell
5,037
-1,551
-24% -$200K 0.02% 415
2024
Q4
$849K Sell
6,588
-336
-5% -$43.5K 0.02% 379
2024
Q3
$874K Buy
6,924
+13
+0.2% +$1.58K 0.03% 383
2024
Q2
$825K Sell
6,911
-26
-0.4% -$2.99K 0.03% 378
2024
Q1
$797K Sell
6,937
-958
-12% -$105K 0.03% 379
2023
Q4
$828K Sell
7,895
-78
-1% -$7.64K 0.03% 355
2023
Q3
$749K Sell
7,973
-169
-2% -$16.6K 0.03% 353
2023
Q2
$794K Buy
8,142
+563
+7% +$52K 0.03% 372
2023
Q1
$686K Buy
7,579
+27
+0.4% +$2.39K 0.03% 389
2022
Q4
$640K Buy
7,552
+898
+13% +$76.6K 0.03% 391
2022
Q3
$528K Sell
6,654
-32
-0.5% -$2.83K 0.03% 398
2022
Q2
$561K Buy
6,686
+199
+3% +$18.2K 0.03% 397
2022
Q1
$657K Buy
6,487
+2,503
+63% +$251K 0.03% 392
2021
Q4
$430K Sell
3,984
-80
-2% -$8.39K 0.02% 441
2021
Q3
$400K Buy
4,064
+1,445
+55% +$146K 0.02% 433
2021
Q2
$258K Sell
2,619
-33
-1% -$3.16K 0.01% 485
2021
Q1
$241K Buy
2,652
+453
+21% +$40.3K 0.01% 479
2020
Q4
$189K Sell
2,199
-9
-0.4% -$731 0.01% 487
2020
Q3
$168K Buy
2,208
+1,395
+172% +$105K 0.01% 472
2020
Q2
$56.9K Buy
+813
New +$53.5K ﹤0.01% 597

Other funds holding ESGU

TD Private Client Wealth's ESGU Position: Q2 2026 in Review

TD Private Client Wealth increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 75% in Q2 2026, buying an estimated $775K and bringing the position to 11,466 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #280.

TD Private Client Wealth first reported a position in ESGU in Q2 2020 and has held it in 25 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • TD Private Client Wealth held 11,466 shares of iShares ESG Aware MSCI USA ETF worth $1.88M as of Q2 2026.
  • TD Private Client Wealth bought 4,901 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $775K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of TD Private Client Wealth's portfolio in Q2 2026, its #280 holding.
  • TD Private Client Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 25 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.