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WealthPlan Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

WealthPlan Investment Management’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 		$4.21M Sell
25,744
-31
-0.1% -$4.9K 0.21% 98
2026
Q1 		$3.65M Buy
25,775
+21
+0.1% +$3.11K 0.2% 108
2025
Q4 		$3.84M Sell
25,754
-14
-0.1% -$2.07K 0.24% 99
2025
Q3 		$3.75M Sell
25,768
-335
-1% -$46.9K 0.25% 99
2025
Q2 		$3.53M Buy
26,103
+22,805
+691% +$2.85M 0.26% 98
2025
Q1 		$402K Buy
3,298
+9
+0.3% +$1.16K 0.04% 196
2024
Q4 		$424K Buy
3,289
+136
+4% +$17.6K 0.04% 185
2024
Q3 		$398K Buy
3,153
+11
+0.4% +$1.34K 0.04% 172
2024
Q2 		$375K Buy
3,142
+8
+0.3% +$919 0.06% 135
2024
Q1 		$360K Hold
3,134
– – 0.06% 142
2023
Q4 		$329K Hold
3,134
– – 0.05% 147
2023
Q3 		$294K Buy
+3,134
New +$307K 0.05% 145
2023
Q1 		– Sell
-15,467
Closed -$1.41M – 474
2022
Q4 		$1.41M Buy
15,467
+950
+7% +$81K 0.1% 149
2022
Q3 		$1.27M Buy
+14,517
New +$1.29M 0.09% 151
2022
Q1 		$3.02M Buy
+32,821
New +$3.29M 0.21% 99

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

WealthPlan Investment Management's ESGU Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.12% in Q2 2026, selling an estimated $4.9K and leaving 25,744 shares worth $4.21M. The position accounts for 0.21% of the portfolio, ranked #98.

WealthPlan Investment Management first reported a position in ESGU in Q1 2022 and has held it in 15 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • WealthPlan Investment Management held 25,744 shares of iShares ESG Aware MSCI USA ETF worth $4.21M as of Q2 2026.
  • WealthPlan Investment Management sold 31 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $4.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.21% of WealthPlan Investment Management's portfolio in Q2 2026, its #98 holding.
  • WealthPlan Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and has held it in 15 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.