WPC
ESGU icon

Wedmont Private Capital’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Wedmont Private Capital’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
Q3 		$353K Hold
2,086
– – 0.01% 708
2026
Q2 		$346K Buy
+2,086
New +$330K 0.01% 688

Other funds holding ESGU

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wedmont Private Capital's ESGU Position: Q3 2026 in Review

Wedmont Private Capital held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 2,086 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #708.

Wedmont Private Capital first reported a position in ESGU in Q2 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Wedmont Private Capital held 2,086 shares of iShares ESG Aware MSCI USA ETF worth $353K as of Q3 2026.
  • Wedmont Private Capital left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #708 holding.
  • Wedmont Private Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.