Western Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
Other funds holding ESGU
Western Wealth Management's ESGU Position: Q3 2026 in Review
Western Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 27% in Q3 2026, buying an estimated $263K and bringing the position to 7,335 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #418.
Western Wealth Management first reported a position in ESGU in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.94M in Q1 2022. 614 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.
- Western Wealth Management held 7,335 shares of iShares ESG Aware MSCI USA ETF worth $1.22M as of Q3 2026.
- Western Wealth Management bought 1,582 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $263K.
- iShares ESG Aware MSCI USA ETF made up 0.04% of Western Wealth Management's portfolio in Q3 2026, its #418 holding.
- Western Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 24 quarters since.
- Western Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $3.94M in Q1 2022.
- 614 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.
Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.