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

Wealth Enhancement Trust 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
Q2 		$410K Sell
2,507
-173
-6% -$27.4K 0.05% 224
2026
Q1 		$379K Buy
2,680
+66
+3% +$9.76K 0.05% 225
2025
Q4 		$389K Buy
+2,614
New +$386K 0.05% 213

Other funds holding ESGU

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $518M AUM
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealth Enhancement Trust Services's ESGU Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.5% in Q2 2026, selling an estimated $27.4K and leaving 2,507 shares worth $410K. The position accounts for 0.05% of the portfolio, ranked #224.

Wealth Enhancement Trust Services first reported a position in ESGU in Q4 2025 and has held it in 3 quarters since. 694 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Wealth Enhancement Trust Services held 2,507 shares of iShares ESG Aware MSCI USA ETF worth $410K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 173 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $27.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #224 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • 694 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.