Wealthspire Advisors (New York)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Wealthspire Advisors (New York)’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	$9.79M	Sell	59,809 -1,563	-3%	-$247K	0.05%	179
2026 Q1	$8.68M	Sell	61,372 -4,882	-7%	-$722K	0.07%	125
2025 Q4	$9.87M	Buy	66,254 +298	+0.5%	+$44.1K	0.08%	118
2025 Q3	$9.6M	Sell	65,956 -3,930	-6%	-$550K	0.05%	118
2025 Q2	$9.46M	Sell	69,886 -8	-0%	-$999	0.05%	121
2025 Q1	$8.52M	Sell	69,894 -1,455	-2%	-$187K	0.05%	126
2024 Q4	$9.19M	Sell	71,349 -472	-0.7%	-$61.1K	0.09%	105
2024 Q3	$9.06M	Buy	71,821 +57,020	+385%	+$6.92M	0.09%	111
2024 Q2	$1.77M	Sell	14,801 -1,988	-12%	-$228K	0.02%	224
2024 Q1	$1.93M	Sell	16,789 -1,111	-6%	-$122K	0.03%	202
2023 Q4	$1.88M	Sell	17,900 -558	-3%	-$54.6K	0.03%	205
2023 Q3	$1.73M	Sell	18,458 -1,520	-8%	-$149K	0.03%	186
2023 Q2	$1.95M	Sell	19,978 -799	-4%	-$73.8K	0.03%	156
2023 Q1	$1.88M	Sell	20,777 -3,284	-14%	-$290K	0.03%	161
2022 Q4	$2.04M	Sell	24,061 -6,833	-22%	-$583K	0.04%	153
2022 Q3	$2.45M	Buy	30,894 +21,626	+233%	+$1.92M	0.05%	126
2022 Q2	$778K	Sell	9,268 -1,006	-10%	-$91.9K	0.02%	246
2022 Q1	$1.04M	Sell	10,274 -2,485	-19%	-$249K	0.02%	186
2021 Q4	$1.38M	Sell	12,759 -654	-5%	-$68.6K	0.03%	187
2021 Q3	$1.32M	Buy	13,413 +6,396	+91%	+$648K	0.03%	213
2021 Q2	$691K	Sell	7,017 -966	-12%	-$92.4K	0.02%	197
2021 Q1	$725K	Buy	7,983 +4,549	+132%	+$404K	0.02%	314
2020 Q4	$295K	Sell	3,434 -30	-0.9%	-$2.44K	0.01%	439
2020 Q3	$264K	Sell	3,464 -485	-12%	-$36.5K	0.02%	245
2020 Q2	$276K	Sell	3,949 -35	-0.9%	-$2.3K	0.02%	218
2020 Q1	$229K	Buy	3,984 +160	+4%	+$10.9K	0.01%	451
2019 Q4	$273K	Hold	3,824	–	–	0.02%	162
2019 Q3	$250K	Buy	3,824 +30	+0.8%	+$1.95K	0.02%	134
2019 Q2	$245K	Buy	+3,794	New	+$241K	0.02%	84
2019 Q1	–	Sell	-1,336	Closed	-$73K	–	283
2018 Q4	$73K	Buy	+1,336	New	+$79K	0.01%	142

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthspire Advisors (New York)'s ESGU Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.5% in Q2 2026, selling an estimated $247K and leaving 59,809 shares worth $9.79M. The position accounts for 0.05% of the portfolio, ranked #179.

Wealthspire Advisors (New York) first reported a position in ESGU in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.87M in Q4 2025. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Wealthspire Advisors (New York) held 59,809 shares of iShares ESG Aware MSCI USA ETF worth $9.79M as of Q2 2026.
Wealthspire Advisors (New York) sold 1,563 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $247K.
iShares ESG Aware MSCI USA ETF made up 0.05% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #179 holding.
Wealthspire Advisors (New York) first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2018 and has held it in 30 quarters since.
Wealthspire Advisors (New York)'s iShares ESG Aware MSCI USA ETF position peaked at $9.87M in Q4 2025.
868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.