Wealth Enhancement Advisory Services
ESGU icon

Wealth Enhancement Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Wealth Enhancement Advisory Services’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 		$36.9M Buy
219,270
+14,112
+7% +$2.35M 0.05% 308
2026
Q2 		$33.8M Buy
205,158
+12,803
+7% +$2.02M 0.06% 292
2026
Q1 		$27.4M Sell
192,355
-18,026
-9% -$2.67M 0.06% 307
2025
Q4 		$31.8M Sell
210,381
-368
-0.2% -$54.4K 0.04% 351
2025
Q3 		$30.8M Buy
210,749
+1,001
+0.5% +$140K 0.05% 335
2025
Q2 		$28.6M Buy
209,748
+4,545
+2% +$567K 0.05% 328
2025
Q1 		$25M Buy
205,203
+3,060
+2% +$394K 0.05% 340
2024
Q4 		$26M Sell
202,143
-3,203
-2% -$415K 0.05% 315
2024
Q3 		$25.9M Buy
205,346
+35,811
+21% +$4.35M 0.06% 308
2024
Q2 		$20.2M Sell
169,535
-15,920
-9% -$1.83M 0.05% 328
2024
Q1 		$21.3M Sell
185,455
-21,581
-10% -$2.36M 0.06% 307
2023
Q4 		$21.7M Sell
207,036
-49,389
-19% -$4.84M 0.06% 280
2023
Q3 		$24.1M Buy
256,425
+201,977
+371% +$19.8M 0.08% 243
2023
Q2 		$5.31M Buy
54,448
+8,193
+18% +$757K 0.06% 129
2023
Q1 		$4.18M Buy
46,255
+11,161
+32% +$987K 0.05% 149
2022
Q4 		$3.12M Sell
35,094
-1,478
-4% -$126K 0.04% 148
2022
Q3 		$2.95M Buy
36,572
+6,547
+22% +$580K 0.04% 147
2022
Q2 		$2.6M Buy
30,025
+3,537
+13% +$323K 0.04% 186
2022
Q1 		$2.72M Buy
26,488
+13,001
+96% +$1.3M 0.04% 172
2021
Q4 		$1.36M Sell
13,487
-461
-3% -$48.4K 0.02% 194
2021
Q3 		$1.46M Buy
13,948
+746
+6% +$75.6K 0.02% 166
2021
Q2 		$1.32M Buy
13,202
+682
+5% +$65.2K 0.02% 169
2021
Q1 		$1.17M Buy
12,520
+4,266
+52% +$379K 0.02% 180
2020
Q4 		$715K Sell
8,254
-215
-3% -$17.5K 0.02% 187
2020
Q3 		$680K Buy
8,469
+66
+0.8% +$4.97K 0.02% 183
2020
Q2 		$624K Buy
8,403
+1,185
+16% +$78K 0.02% 184
2020
Q1 		$462K Buy
7,218
+3,183
+79% +$217K 0.02% 188
2019
Q4 		$288K Buy
+4,035
New +$275K 0.01% 196

Other funds holding ESGU

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
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
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services's ESGU Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.9% in Q3 2026, buying an estimated $2.35M and bringing the position to 219,270 shares worth $36.9M. The position accounts for 0.05% of the portfolio, ranked #308.

Wealth Enhancement Advisory Services first reported a position in ESGU in Q4 2019 and has held it in 28 quarters since. 691 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Wealth Enhancement Advisory Services held 219,270 shares of iShares ESG Aware MSCI USA ETF worth $36.9M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 14,112 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $2.35M.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #308 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 28 quarters since.
  • 691 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.