Twin Peaks Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
Other funds holding ESGU
TWIM
AA
Twin Peaks Wealth Advisors's ESGU Position: Q1 2026 in Review
Twin Peaks Wealth Advisors opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026: 1,088 shares worth $154K. The stake represents 0.04% of the portfolio and ranks #225 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ESGU as recently as Q2 2025.
Twin Peaks Wealth Advisors first reported a position in ESGU in Q4 2023 and has held it in 5 quarters since. The position peaked at $770K in Q4 2023. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.
- Twin Peaks Wealth Advisors held 1,088 shares of iShares ESG Aware MSCI USA ETF worth $154K as of Q1 2026.
- iShares ESG Aware MSCI USA ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
- iShares ESG Aware MSCI USA ETF made up 0.04% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #225 holding.
- Twin Peaks Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 5 quarters since.
- Twin Peaks Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $770K in Q4 2023.
- 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.