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WealthGarden F.S.’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

WealthGarden F.S.’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 		$1.51M Sell
9,222
-336
-4% -$53.1K 0.86% 31
2026
Q1 		$1.35M Buy
9,558
+56
+0.6% +$8.29K 0.92% 31
2025
Q4 		$1.44M Sell
9,502
-714
-7% -$106K 0.95% 28
2025
Q3 		$1.5M Buy
10,216
+1,235
+14% +$173K 1.07% 24
2025
Q2 		$1.24M Buy
8,981
+16
+0.2% +$2K 1.03% 29
2025
Q1 		$1.09M Buy
8,965
+1,012
+13% +$130K 1.05% 28
2024
Q4 		$1.02M Buy
7,953
+231
+3% +$29.9K 0.96% 31
2024
Q3 		$974K Buy
7,722
+26
+0.3% +$3.16K 0.95% 34
2024
Q2 		$918K Buy
+7,696
New +$884K 0.97% 31

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
I
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

WealthGarden F.S.'s ESGU Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.5% in Q2 2026, selling an estimated $53.1K and leaving 9,222 shares worth $1.51M. The position accounts for 0.86% of the portfolio, ranked #31.

WealthGarden F.S. first reported a position in ESGU in Q2 2024 and has held it in 9 quarters since. 411 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • WealthGarden F.S. held 9,222 shares of iShares ESG Aware MSCI USA ETF worth $1.51M as of Q2 2026.
  • WealthGarden F.S. sold 336 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $53.1K.
  • iShares ESG Aware MSCI USA ETF made up 0.86% of WealthGarden F.S.'s portfolio in Q2 2026, its #31 holding.
  • WealthGarden F.S. first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
  • 411 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.