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 Q3	$1.17M	Sell	6,988 -64	-0.9%	-$10.7K	0.33%	49
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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

TSA Wealth Management's ESGU Position: Q3 2026 in Review

TSA Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.91% in Q3 2026, selling an estimated $10.7K and leaving 6,988 shares worth $1.17M. The position accounts for 0.33% of the portfolio, ranked #49.

TSA Wealth Management first reported a position in ESGU in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.04M in Q4 2023. 260 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

TSA Wealth Management held 6,988 shares of iShares ESG Aware MSCI USA ETF worth $1.17M as of Q3 2026.
TSA Wealth Management sold 64 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $10.7K.
iShares ESG Aware MSCI USA ETF made up 0.33% of TSA Wealth Management's portfolio in Q3 2026, its #49 holding.
TSA Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 12 quarters since.
TSA Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $3.04M in Q4 2023.
260 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.