Vermillion & White Wealth Management Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Vermillion & White Wealth Management Group’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	$362K	Hold	2,211	–	–	0.18%	48
2026 Q1	$313K	Hold	2,211	–	–	0.18%	48
2025 Q4	$329K	Hold	2,211	–	–	0.18%	44
2025 Q3	$322K	Hold	2,211	–	–	0.18%	47
2025 Q2	$299K	Sell	2,211 -450	-17%	-$56.2K	0.19%	48
2025 Q1	$324K	Hold	2,661	–	–	0.23%	42
2024 Q4	$343K	Sell	2,661 -39	-1%	-$5.05K	0.25%	49
2024 Q3	$341K	Hold	2,700	–	–	0.25%	49
2024 Q2	$322K	Buy	2,700 +40	+2%	+$4.59K	0.24%	53
2024 Q1	$306K	Sell	2,660 -42	-2%	-$4.6K	0.24%	50
2023 Q4	$283K	Buy	+2,702	New	+$265K	0.27%	39

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

Vermillion & White Wealth Management Group's ESGU Position: Q2 2026 in Review

Vermillion & White Wealth Management Group held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,211 shares worth $362K. The position accounts for 0.18% of the portfolio, ranked #48.

Vermillion & White Wealth Management Group first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Vermillion & White Wealth Management Group held 2,211 shares of iShares ESG Aware MSCI USA ETF worth $362K as of Q2 2026.
Vermillion & White Wealth Management Group left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.18% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #48 holding.
Vermillion & White Wealth Management Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.