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

TSA 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	$1.15M	Hold	7,052	–	–	0.33%	48
2026 Q1	$997K	Hold	7,052	–	–	0.32%	45
2025 Q4	$1.05M	Hold	7,052	–	–	0.35%	44
2025 Q3	$1.03M	Hold	7,052	–	–	0.35%	43
2025 Q2	$954K	Sell	7,052 -10	-0.1%	-$1.25K	0.35%	41
2025 Q1	$861K	Sell	7,062 -55	-0.8%	-$7.08K	0.34%	36
2024 Q4	$917K	Sell	7,117 -46	-0.6%	-$5.96K	0.37%	34
2024 Q3	$904K	Hold	7,163	–	–	0.36%	33
2024 Q2	$855K	Sell	7,163 -259	-3%	-$29.7K	0.36%	34
2024 Q1	$853K	Sell	7,422 -21,535	-74%	-$2.36M	0.37%	33
2023 Q4	$3.04M	Buy	+28,957	New	+$2.84M	1.42%	18

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

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

TSA Wealth Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 7,052 shares worth $1.15M. The position accounts for 0.33% of the portfolio, ranked #48.

TSA Wealth Management first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.04M in Q4 2023. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

TSA Wealth Management held 7,052 shares of iShares ESG Aware MSCI USA ETF worth $1.15M as of Q2 2026.
TSA Wealth Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.33% of TSA Wealth Management's portfolio in Q2 2026, its #48 holding.
TSA Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
TSA Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $3.04M in Q4 2023.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.