WCFA
ESGU icon

Walkner Condon Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Walkner Condon Financial Advisors’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
Q1 		$861K Buy
6,086
+3
+0% +$444 0.11% 129
2025
Q4 		$906K Buy
6,083
+26
+0.4% +$3.84K 0.13% 117
2025
Q3 		$882K Buy
6,057
+13
+0.2% +$1.82K 0.14% 115
2025
Q2 		$818K Sell
6,044
-262
-4% -$32.7K 0.15% 112
2025
Q1 		$769K Sell
6,306
-64
-1% -$8.24K 0.16% 109
2024
Q4 		$821K Buy
6,370
+96
+2% +$12.4K 0.17% 109
2024
Q3 		$792K Sell
6,274
-20
-0.3% -$2.43K 0.16% 109
2024
Q2 		$751K Sell
6,294
-66
-1% -$7.58K 0.16% 108
2024
Q1 		$731K Sell
6,360
-29
-0.5% -$3.18K 0.16% 117
2023
Q4 		$670K Sell
6,389
-90
-1% -$8.81K 0.15% 119
2023
Q3 		$608K Buy
6,479
+59
+0.9% +$5.78K 0.16% 117
2023
Q2 		$626K Sell
6,420
-15
-0.2% -$1.39K 0.17% 110
2023
Q1 		$582K Buy
6,435
+27
+0.4% +$2.39K 0.16% 115
2022
Q4 		$543K Buy
6,408
+67
+1% +$5.72K 0.16% 114
2022
Q3 		$504K Buy
6,341
+1,388
+28% +$123K 0.16% 116
2022
Q2 		$416K Sell
4,953
-315
-6% -$28.8K 0.13% 137
2022
Q1 		$534K Buy
+5,268
New +$528K 0.15% 123
2021
Q4 		– Sell
-5,240
Closed -$517K – 130
2021
Q3 		$517K Sell
5,240
-149
-3% -$15.1K 0.25% 80
2021
Q2 		$531K Sell
5,389
-59
-1% -$5.64K 0.19% 92
2021
Q1 		$495K Sell
5,448
-2,750
-34% -$244K 0.19% 96
2020
Q4 		$705K Buy
8,198
+2,672
+48% +$217K 0.3% 64
2020
Q3 		$421K Hold
5,526
– – 0.23% 77
2020
Q2 		$387K Sell
5,526
-83
-1% -$5.46K 0.34% 38
2020
Q1 		$322K Sell
5,609
-1,299
-19% -$88.4K 0.34% 40
2019
Q4 		$493K Buy
+6,908
New +$470K 0.48% 37

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Walkner Condon Financial Advisors's ESGU Position: Q1 2026 in Review

Walkner Condon Financial Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.05% in Q1 2026, buying an estimated $444 and bringing the position to 6,086 shares worth $861K. The position accounts for 0.11% of the portfolio, ranked #129.

Walkner Condon Financial Advisors first reported a position in ESGU in Q4 2019 and has held it in 25 quarters since. The position peaked at $906K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Walkner Condon Financial Advisors held 6,086 shares of iShares ESG Aware MSCI USA ETF worth $861K as of Q1 2026.
  • Walkner Condon Financial Advisors bought 3 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $444.
  • iShares ESG Aware MSCI USA ETF made up 0.11% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #129 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 25 quarters since.
  • Walkner Condon Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $906K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.