West Wealth Group
ESGU icon

West Wealth Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

West Wealth Group’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 		$1.58M Buy
9,464
+161
+2% +$26.8K 0.24% 33
2026
Q2 		$1.52M Sell
9,303
-165
-2% -$26.1K 0.25% 37
2026
Q1 		$1.34M Sell
9,468
-654
-6% -$96.8K 0.26% 35
2025
Q4 		$1.51M Buy
10,122
+4
+0% +$591 0.31% 33
2025
Q3 		$1.47M Sell
10,118
-1,266
-11% -$177K 0.33% 33
2025
Q2 		$1.58M Sell
11,384
-45
-0.4% -$5.62K 0.39% 32
2025
Q1 		$1.4M Sell
11,429
-432
-4% -$55.6K 0.41% 29
2024
Q4 		$1.53M Sell
11,861
-2,671
-18% -$346K 0.46% 28
2024
Q3 		$1.83M Sell
14,532
-1,808
-11% -$220K 0.59% 22
2024
Q2 		$1.95M Sell
16,340
-4,238
-21% -$487K 0.69% 23
2024
Q1 		$2.37M Sell
20,578
-98,249
-83% -$10.8M 0.88% 19
2023
Q4 		$12.5M Sell
118,827
-37
-0% -$3.62K 4.92% 4
2023
Q3 		$11.2M Sell
118,864
-39,401
-25% -$3.86M 4.87% 5
2023
Q2 		$15.4M Buy
158,265
+4,007
+3% +$370K 6.53% 4
2023
Q1 		$14M Sell
154,258
-264,489
-63% -$23.4M 6.46% 4
2022
Q4 		$35.5M Sell
418,747
-63,373
-13% -$5.41M 17.64% 2
2022
Q3 		$38.3M Sell
482,120
-11,828
-2% -$1.05M 19.41% 2
2022
Q2 		$41.4M Buy
493,948
+7,058
+1% +$645K 19.21% 2
2022
Q1 		$49.3M Buy
486,890
+68,581
+16% +$6.87M 19.6% 2
2021
Q4 		$45.1M Buy
+418,309
New +$43.9M 16.98% 1

Other funds holding ESGU

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

West Wealth Group's ESGU Position: Q3 2026 in Review

West Wealth Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.7% in Q3 2026, buying an estimated $26.8K and bringing the position to 9,464 shares worth $1.58M. The position accounts for 0.24% of the portfolio, ranked #33.

West Wealth Group first reported a position in ESGU in Q4 2021 and has held it in 20 quarters since. The position peaked at $49.3M in Q1 2022. 271 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • West Wealth Group held 9,464 shares of iShares ESG Aware MSCI USA ETF worth $1.58M as of Q3 2026.
  • West Wealth Group bought 161 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $26.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.24% of West Wealth Group's portfolio in Q3 2026, its #33 holding.
  • West Wealth Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 20 quarters since.
  • West Wealth Group's iShares ESG Aware MSCI USA ETF position peaked at $49.3M in Q1 2022.
  • 271 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.