Twin Peaks Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-1,088	Closed	-$154K	–	844
2026 Q1	$154K	Buy	+1,088	New	+$161K	0.04%	225
2025 Q3	–	Sell	-1,122	Closed	-$158K	–	766
2025 Q2	$158K	Buy	+1,122	New	+$140K	0.05%	178
2024 Q3	–	Sell	-1,750	Closed	-$209K	–	137
2024 Q2	$209K	Sell	1,750 -195	-10%	-$22.4K	0.1%	123
2024 Q1	$224K	Sell	1,945 -5,390	-73%	-$591K	0.12%	117
2023 Q4	$770K	Buy	+7,335	New	+$718K	0.49%	42

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

Twin Peaks Wealth Advisors's ESGU Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 1,088 shares — an estimated $154K sold.

Twin Peaks Wealth Advisors first reported a position in ESGU in Q4 2023 and held it in 5 quarters. The position peaked at $770K in Q4 2023. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 1,088 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $154K.
Twin Peaks Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and held it in 5 quarters.
Twin Peaks Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $770K in Q4 2023.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.