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

Wealthcare Advisory Partners’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	$434K	Sell	2,650 -394	-13%	-$62.3K	0.01%	755
2026 Q1	$431K	Sell	3,044 -146	-5%	-$21.6K	0.01%	754
2025 Q4	$475K	Sell	3,190 -2,890	-48%	-$427K	0.01%	710
2025 Q3	$885K	Buy	6,080 +1,367	+29%	+$191K	0.02%	533
2025 Q2	$638K	Sell	4,713 -242	-5%	-$30.2K	0.01%	588
2025 Q1	$604K	Buy	4,955 +11	+0.2%	+$1.42K	0.02%	553
2024 Q4	$637K	Sell	4,944 -137	-3%	-$17.7K	0.02%	521
2024 Q3	$641K	Buy	5,081 +531	+12%	+$64.5K	0.02%	516
2024 Q2	$543K	Sell	4,550 -1,327	-23%	-$152K	0.02%	519
2024 Q1	$676K	Sell	5,877 -2,949	-33%	-$323K	0.02%	485
2023 Q4	$926K	Sell	8,826 -42	-0.5%	-$4.11K	0.04%	329
2023 Q3	$833K	Sell	8,868 -171	-2%	-$16.7K	0.04%	312
2023 Q2	$881K	Sell	9,039 -82	-0.9%	-$7.57K	0.04%	314
2023 Q1	$825K	Buy	9,121 +1,508	+20%	+$133K	0.04%	329
2022 Q4	$645K	Buy	7,613 +363	+5%	+$31K	0.03%	359
2022 Q3	$576K	Buy	7,250 +1,080	+18%	+$95.6K	0.03%	323
2022 Q2	$518K	Sell	6,170 -1,233	-17%	-$113K	0.03%	319
2022 Q1	$750K	Buy	7,403 +2,606	+54%	+$261K	0.05%	238
2021 Q4	$518K	Buy	4,797 +2,378	+98%	+$250K	0.03%	316
2021 Q3	$238K	Buy	+2,419	New	+$245K	0.02%	474
2021 Q2	–	Sell	-1,585	Closed	-$144K	–	933
2021 Q1	$144K	Buy	+1,585	New	+$141K	0.01%	559

Other funds holding ESGU

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

Wealthcare Advisory Partners's ESGU Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 13% in Q2 2026, selling an estimated $62.3K and leaving 2,650 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #755.

Wealthcare Advisory Partners first reported a position in ESGU in Q1 2021 and has held it in 21 quarters since. The position peaked at $926K in Q4 2023. 218 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Wealthcare Advisory Partners held 2,650 shares of iShares ESG Aware MSCI USA ETF worth $434K as of Q2 2026.
Wealthcare Advisory Partners sold 394 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $62.3K.
iShares ESG Aware MSCI USA ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #755 holding.
Wealthcare Advisory Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 21 quarters since.
Wealthcare Advisory Partners's iShares ESG Aware MSCI USA ETF position peaked at $926K in Q4 2023.
218 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.