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Wealth Architects’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Wealth Architects’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 		$11.4M Sell
69,767
-69
-0.1% -$10.9K 0.9% 27
2026
Q1 		$9.88M Buy
69,836
+3,990
+6% +$590K 0.88% 27
2025
Q4 		$9.81M Buy
65,846
+6,936
+12% +$1.03M 0.88% 29
2025
Q3 		$8.58M Sell
58,910
-547
-0.9% -$76.6K 0.81% 28
2025
Q2 		$8.04M Buy
59,457
+12,988
+28% +$1.62M 0.82% 28
2025
Q1 		$5.67M Buy
46,469
+475
+1% +$61.2K 0.63% 29
2024
Q4 		$5.92M Buy
45,994
+106
+0.2% +$13.7K 0.67% 29
2024
Q3 		$5.79M Buy
45,888
+1,817
+4% +$221K 0.66% 29
2024
Q2 		$5.26M Buy
44,071
+14,671
+50% +$1.69M 0.64% 29
2024
Q1 		$3.38M Buy
29,400
+398
+1% +$43.6K 0.45% 35
2023
Q4 		$3.04M Sell
29,002
-1,058
-4% -$104K 0.43% 37
2023
Q3 		$2.82M Buy
30,060
+68
+0.2% +$6.66K 0.48% 34
2023
Q2 		$2.92M Buy
29,992
+9,305
+45% +$859K 0.48% 35
2023
Q1 		$1.87M Buy
20,687
+2,244
+12% +$198K 0.33% 43
2022
Q4 		$1.56M Buy
18,443
+8,784
+91% +$749K 0.3% 43
2022
Q3 		$767K Buy
9,659
+3,938
+69% +$349K 0.16% 62
2022
Q2 		$480K Sell
5,721
-87
-1% -$7.95K 0.09% 105
2022
Q1 		$589K Buy
5,808
+2,811
+94% +$282K 0.1% 93
2021
Q4 		$323K Buy
+2,997
New +$314K 0.06% 147

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

Wealth Architects's ESGU Position: Q2 2026 in Review

Wealth Architects reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.1% in Q2 2026, selling an estimated $10.9K and leaving 69,767 shares worth $11.4M. The position accounts for 0.9% of the portfolio, ranked #27.

Wealth Architects first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Wealth Architects held 69,767 shares of iShares ESG Aware MSCI USA ETF worth $11.4M as of Q2 2026.
  • Wealth Architects sold 69 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $10.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.9% of Wealth Architects's portfolio in Q2 2026, its #27 holding.
  • Wealth Architects first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.