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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
Q2 		$997K Buy
6,090
+4
+0.1% +$632 0.11% 124
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Walkner Condon Financial Advisors's ESGU Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.07% in Q2 2026, buying an estimated $632 and bringing the position to 6,090 shares worth $997K. The position accounts for 0.11% of the portfolio, ranked #124.

Walkner Condon Financial Advisors first reported a position in ESGU in Q4 2019 and has held it in 26 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Walkner Condon Financial Advisors held 6,090 shares of iShares ESG Aware MSCI USA ETF worth $997K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 4 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $632.
  • iShares ESG Aware MSCI USA ETF made up 0.11% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #124 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 26 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.