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

Veridan Wealth’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	$676K	Sell	4,129 -208	-5%	-$32.9K	0.23%	50
2026 Q1	$613K	Sell	4,337 -91	-2%	-$13.5K	0.23%	47
2025 Q4	$660K	Sell	4,428 -53	-1%	-$7.84K	0.22%	44
2025 Q3	$652K	Buy	+4,481	New	+$628K	0.22%	43
2025 Q1	$543K	Sell	4,453 -1,050	-19%	-$135K	0.25%	45
2024 Q4	$723K	Buy	+5,503	New	+$713K	0.34%	44
2024 Q2	$608K	Buy	+4,496	New	+$516K	0.24%	45

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

Veridan Wealth's ESGU Position: Q2 2026 in Review

Veridan Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.8% in Q2 2026, selling an estimated $32.9K and leaving 4,129 shares worth $676K. The position accounts for 0.23% of the portfolio, ranked #50.

Veridan Wealth first reported a position in ESGU in Q2 2024 and has held it in 7 quarters since. The position peaked at $723K in Q4 2024. 867 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Veridan Wealth held 4,129 shares of iShares ESG Aware MSCI USA ETF worth $676K as of Q2 2026.
Veridan Wealth sold 208 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $32.9K.
iShares ESG Aware MSCI USA ETF made up 0.23% of Veridan Wealth's portfolio in Q2 2026, its #50 holding.
Veridan Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 7 quarters since.
Veridan Wealth's iShares ESG Aware MSCI USA ETF position peaked at $723K in Q4 2024.
867 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.