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

Total Clarity 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	$324K	Sell	1,977 -139	-7%	-$22K	0.06%	286
2026 Q1	$299K	Sell	2,116 -17	-0.8%	-$2.52K	0.07%	248
2025 Q4	$318K	Hold	2,133	–	–	0.08%	226
2025 Q3	$311K	Hold	2,133	–	–	0.08%	216
2025 Q2	$289K	Buy	+2,133	New	+$266K	0.08%	222

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

Total Clarity Wealth Management's ESGU Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.6% in Q2 2026, selling an estimated $22K and leaving 1,977 shares worth $324K. The position accounts for 0.06% of the portfolio, ranked #286.

Total Clarity Wealth Management first reported a position in ESGU in Q2 2025 and has held it in 5 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Total Clarity Wealth Management held 1,977 shares of iShares ESG Aware MSCI USA ETF worth $324K as of Q2 2026.
Total Clarity Wealth Management sold 139 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $22K.
iShares ESG Aware MSCI USA ETF made up 0.06% of Total Clarity Wealth Management's portfolio in Q2 2026, its #286 holding.
Total Clarity Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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