Vertex Planning Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Vertex Planning Partners’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	$345K	Hold	2,107	–	–	0.05%	119
2026 Q1	$298K	Sell	2,107 -14	-0.7%	-$2.07K	0.06%	114
2025 Q4	$316K	Buy	2,121 +204	+11%	+$30.2K	0.07%	103
2025 Q3	$279K	Sell	1,917 -2	-0.1%	-$280	0.05%	169
2025 Q2	$260K	Buy	1,919 +7	+0.4%	+$874	0.05%	160
2025 Q1	$233K	Sell	1,912 -177	-8%	-$22.8K	0.05%	168
2024 Q4	$269K	Sell	2,089 -7	-0.3%	-$907	0.06%	153
2024 Q3	$264K	Buy	2,096 +178	+9%	+$21.6K	0.06%	138
2024 Q2	$229K	Sell	1,918 -27	-1%	-$3.1K	0.06%	140
2024 Q1	$224K	Buy	+1,945	New	+$213K	0.06%	146
2023 Q3	–	Sell	-3,200	Closed	-$312K	–	137
2023 Q2	$312K	Sell	3,200 -3,043	-49%	-$281K	0.11%	103
2023 Q1	$565K	Sell	6,243 -67,371	-92%	-$5.96M	0.21%	59
2022 Q4	$6.24M	Buy	+73,614	New	+$6.28M	2.43%	9

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

Vertex Planning Partners's ESGU Position: Q2 2026 in Review

Vertex Planning Partners held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,107 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #119.

Vertex Planning Partners first reported a position in ESGU in Q4 2022 and has held it in 13 quarters since. The position peaked at $6.24M in Q4 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Vertex Planning Partners held 2,107 shares of iShares ESG Aware MSCI USA ETF worth $345K as of Q2 2026.
Vertex Planning Partners left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.05% of Vertex Planning Partners's portfolio in Q2 2026, its #119 holding.
Vertex Planning Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 13 quarters since.
Vertex Planning Partners's iShares ESG Aware MSCI USA ETF position peaked at $6.24M in Q4 2022.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.