W Advisors LLC
ESGU icon

W Advisors LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

W Advisors LLC’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
Q3 		$1.31M Sell
7,876
-81
-1% -$13.5K 0.57% 39
2026
Q2 		$1.3M Sell
7,957
-85
-1% -$13.4K 0.59% 40
2026
Q1 		$1.14M Sell
8,042
-546
-6% -$80.8K 0.58% 41
2025
Q4 		$1.28M Hold
8,588
– – 0.64% 38
2025
Q3 		$1.25M Sell
8,588
-218
-2% -$30.5K 0.66% 37
2025
Q2 		$1.19M Sell
8,806
-478
-5% -$59.7K 0.68% 38
2025
Q1 		$1.13M Sell
9,284
-708
-7% -$91.2K 0.71% 34
2024
Q4 		$1.29M Sell
9,992
-743
-7% -$96.3K 0.8% 29
2024
Q3 		$1.35M Sell
10,735
-545
-5% -$66.2K 0.83% 30
2024
Q2 		$1.35M Sell
11,280
-835
-7% -$95.9K 0.88% 29
2024
Q1 		$1.39M Sell
12,115
-4,144
-25% -$454K 0.96% 26
2023
Q4 		$1.71M Sell
16,259
-245
-1% -$24K 1.26% 18
2023
Q3 		$1.55M Sell
16,504
-1,242
-7% -$122K 1.27% 18
2023
Q2 		$1.73M Sell
17,746
-369
-2% -$34.1K 1.36% 18
2023
Q1 		$1.64M Sell
18,115
-13,130
-42% -$1.16M 1.35% 19
2022
Q4 		$2.65M Sell
31,245
-8,748
-22% -$746K 2.21% 12
2022
Q3 		$3.18M Sell
39,993
-55,086
-58% -$4.88M 2.96% 9
2022
Q2 		$7.98M Buy
95,079
+24,153
+34% +$2.21M 6.9% 1
2022
Q1 		$7.19M Sell
70,926
-8,582
-11% -$860K 5.44% 2
2021
Q4 		$8.58M Buy
+79,508
New +$8.34M 6.4% 2

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Wealthfront Advisers
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rock Creek Group
Rock Creek Group Washington, District of Columbia $1.04B AUM 6.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

W Advisors LLC's ESGU Position: Q3 2026 in Review

W Advisors LLC reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1% in Q3 2026, selling an estimated $13.5K and leaving 7,876 shares worth $1.31M. The position accounts for 0.57% of the portfolio, ranked #39.

W Advisors LLC first reported a position in ESGU in Q4 2021 and has held it in 20 quarters since. The position peaked at $8.58M in Q4 2021. 561 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • W Advisors LLC held 7,876 shares of iShares ESG Aware MSCI USA ETF worth $1.31M as of Q3 2026.
  • W Advisors LLC sold 81 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $13.5K.
  • iShares ESG Aware MSCI USA ETF made up 0.57% of W Advisors LLC's portfolio in Q3 2026, its #39 holding.
  • W Advisors LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 20 quarters since.
  • W Advisors LLC's iShares ESG Aware MSCI USA ETF position peaked at $8.58M in Q4 2021.
  • 561 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.