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Tempus Wealth Planning’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Tempus Wealth Planning’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 		$1.48M Sell
9,022
-86
-0.9% -$13.6K 0.29% 98
2026
Q1 		$1.29M Sell
9,108
-1,493
-14% -$221K 0.3% 97
2025
Q4 		$1.58M Buy
10,601
+36
+0.3% +$5.32K 0.36% 76
2025
Q3 		$1.54M Sell
10,565
-326
-3% -$45.7K 0.35% 76
2025
Q2 		$1.47M Buy
10,891
+709
+7% +$88.5K 0.37% 75
2025
Q1 		$1.24M Sell
10,182
-2,477
-20% -$319K 0.37% 80
2024
Q4 		$1.63M Sell
12,659
-2,971
-19% -$385K 0.5% 51
2024
Q3 		$1.97M Sell
15,630
-961
-6% -$117K 0.72% 35
2024
Q2 		$1.98M Sell
16,591
-1,674
-9% -$192K 0.83% 28
2024
Q1 		$2.1M Sell
18,265
-1,105
-6% -$121K 0.92% 24
2023
Q4 		$2.03M Sell
19,370
-1,026
-5% -$100K 0.89% 27
2023
Q3 		$1.92M Sell
20,396
-2,941
-13% -$288K 0.96% 20
2023
Q2 		$2.27M Sell
23,337
-2,490
-10% -$230K 1.03% 22
2023
Q1 		$2.34M Sell
25,827
-265
-1% -$23.4K 1.14% 16
2022
Q4 		$2.21M Sell
26,092
-2,538
-9% -$217K 1.34% 14
2022
Q3 		$2.27M Buy
28,630
+20,748
+263% +$1.84M 1.52% 11
2022
Q2 		$661K Buy
+7,882
New +$720K 0.54% 50

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

Tempus Wealth Planning's ESGU Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.94% in Q2 2026, selling an estimated $13.6K and leaving 9,022 shares worth $1.48M. The position accounts for 0.29% of the portfolio, ranked #98.

Tempus Wealth Planning first reported a position in ESGU in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.34M in Q1 2023. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Tempus Wealth Planning held 9,022 shares of iShares ESG Aware MSCI USA ETF worth $1.48M as of Q2 2026.
  • Tempus Wealth Planning sold 86 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $13.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.29% of Tempus Wealth Planning's portfolio in Q2 2026, its #98 holding.
  • Tempus Wealth Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 17 quarters since.
  • Tempus Wealth Planning's iShares ESG Aware MSCI USA ETF position peaked at $2.34M in Q1 2023.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.