UWM
ESGU icon

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

Urban 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 		$252K Sell
1,542
-240
-13% -$37.9K 0.22% 93
2026
Q1 		$252K Sell
1,782
-42
-2% -$6.21K 0.26% 79
2025
Q4 		$272K Buy
+1,824
New +$270K 0.25% 76
2022
Q2 		$184K Buy
+2,191
New +$200K 0.62% 35

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

Urban Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 13% in Q2 2026, selling an estimated $37.9K and leaving 1,542 shares worth $252K. The position accounts for 0.22% of the portfolio, ranked #93.

Urban Wealth Management first reported a position in ESGU in Q2 2022 and has held it in 4 quarters since. The position peaked at $272K in Q4 2025. 412 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Urban Wealth Management held 1,542 shares of iShares ESG Aware MSCI USA ETF worth $252K as of Q2 2026.
  • Urban Wealth Management sold 240 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $37.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.22% of Urban Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Urban Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 4 quarters since.
  • Urban Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $272K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.