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WBH Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

WBH Advisory’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 		$1.3M Buy
7,943
+38
+0.5% +$6.01K 0.09% 150
2026
Q1 		$1.13M Sell
7,905
-2
-0% -$296 0.08% 162
2025
Q4 		$1.18M Sell
7,907
-734
-8% -$109K 0.09% 154
2025
Q3 		$1.26M Buy
8,641
+963
+13% +$135K 0.1% 146
2025
Q2 		$1.04M Sell
7,678
-1,939
-20% -$242K 0.09% 159
2025
Q1 		$1.17M Buy
9,617
+54
+0.6% +$6.95K 0.11% 133
2024
Q4 		$1.23M Sell
9,563
-33
-0.3% -$4.28K 0.11% 131
2024
Q3 		$1.21M Sell
9,596
-75
-0.8% -$9.11K 0.11% 131
2024
Q2 		$1.15M Sell
9,671
-161
-2% -$18.5K 0.12% 134
2024
Q1 		$1.13M Buy
9,832
+196
+2% +$21.5K 0.12% 137
2023
Q4 		$1.01M Buy
9,636
+1,306
+16% +$128K 0.11% 149
2023
Q3 		$782K Sell
8,330
-59
-0.7% -$5.78K 0.1% 155
2023
Q2 		$818K Sell
8,389
-2,215
-21% -$205K 0.1% 154
2023
Q1 		$959K Buy
+10,604
New +$938K 0.12% 150
2022
Q3 		$1.39M Buy
17,500
+1,563
+10% +$138K 0.2% 109
2022
Q2 		$1.36M Buy
15,937
+88
+0.6% +$8.04K 0.18% 116
2022
Q1 		$1.51M Buy
15,849
+3,354
+27% +$336K 0.19% 113
2021
Q4 		$1.35M Buy
12,495
+2,455
+24% +$258K 0.15% 127
2021
Q3 		$989K Buy
10,040
+352
+4% +$35.7K 0.13% 141
2021
Q2 		$983K Buy
9,688
+44
+0.5% +$4.21K 0.14% 125
2021
Q1 		$876K Buy
9,644
+195
+2% +$17.3K 0.14% 126
2020
Q4 		$837K Buy
9,449
+551
+6% +$44.7K 0.14% 126
2020
Q3 		$678K Buy
8,898
+3,569
+67% +$269K 0.14% 131
2020
Q2 		$372K Buy
5,329
+179
+3% +$11.8K 0.09% 175
2020
Q1 		$296K Hold
5,150
– – 0.07% 178
2019
Q4 		$367K Buy
+5,150
New +$351K 0.08% 178

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

WBH Advisory's ESGU Position: Q2 2026 in Review

WBH Advisory increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.48% in Q2 2026, buying an estimated $6.01K and bringing the position to 7,943 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #150.

WBH Advisory first reported a position in ESGU in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.51M in Q1 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • WBH Advisory held 7,943 shares of iShares ESG Aware MSCI USA ETF worth $1.3M as of Q2 2026.
  • WBH Advisory bought 38 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $6.01K.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of WBH Advisory's portfolio in Q2 2026, its #150 holding.
  • WBH Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 26 quarters since.
  • WBH Advisory's iShares ESG Aware MSCI USA ETF position peaked at $1.51M in Q1 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.