Wealthquest’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Wealthquest’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	$209K	Buy	+1,277	New	+$202K	0.01%	169

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ACA

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

EFG

Erickson Financial Group Allentown, Pennsylvania $187M AUM 22% 1-Year Est. Return

Wealthquest's ESGU Position: Q2 2026 in Review

Wealthquest opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 1,277 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #169 among its holdings.

308 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Wealthquest held 1,277 shares of iShares ESG Aware MSCI USA ETF worth $209K as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new Wealthquest position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.01% of Wealthquest's portfolio in Q2 2026, its #169 holding.
308 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.