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

Traveka Wealth’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	$574K	Buy	3,504 +481	+16%	+$76K	0.19%	89
2026 Q1	$428K	Buy	3,023 +260	+9%	+$38.5K	0.16%	95
2025 Q4	$412K	Sell	2,763 -1,954	-41%	-$289K	0.17%	102
2025 Q3	$687K	Buy	4,717 +324	+7%	+$45.4K	0.31%	59
2025 Q2	$594K	Buy	4,393 +1,303	+42%	+$163K	0.31%	54
2025 Q1	$377K	Sell	3,090 -637	-17%	-$82K	0.21%	81
2024 Q4	$480K	Buy	+3,727	New	+$483K	0.26%	66

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Traveka Wealth's ESGU Position: Q2 2026 in Review

Traveka Wealth increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 16% in Q2 2026, buying an estimated $76K and bringing the position to 3,504 shares worth $574K. The position accounts for 0.19% of the portfolio, ranked #89.

Traveka Wealth first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. The position peaked at $687K in Q3 2025. 440 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Traveka Wealth held 3,504 shares of iShares ESG Aware MSCI USA ETF worth $574K as of Q2 2026.
Traveka Wealth bought 481 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $76K.
iShares ESG Aware MSCI USA ETF made up 0.19% of Traveka Wealth's portfolio in Q2 2026, its #89 holding.
Traveka Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
Traveka Wealth's iShares ESG Aware MSCI USA ETF position peaked at $687K in Q3 2025.
440 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.