Western Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Western Wealth Management’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	$942K	Sell	5,753 -198	-3%	-$31.3K	0.03%	499
2026 Q1	$842K	Sell	5,951 -138	-2%	-$20.4K	0.03%	498
2025 Q4	$907K	Buy	6,089 +1,842	+43%	+$272K	0.04%	372
2025 Q3	$618K	Sell	4,247 -1,012	-19%	-$142K	0.03%	402
2025 Q2	$712K	Buy	5,259 +50	+1%	+$6.24K	0.04%	337
2025 Q1	$635K	Sell	5,209 -386	-7%	-$49.7K	0.04%	332
2024 Q4	$721K	Buy	5,595 +57	+1%	+$7.38K	0.04%	367
2024 Q3	$699K	Buy	5,538 +262	+5%	+$31.8K	0.04%	374
2024 Q2	$630K	Sell	5,276 -48	-0.9%	-$5.51K	0.05%	311
2024 Q1	$612K	Buy	5,324 +81	+2%	+$8.88K	0.05%	317
2023 Q4	$550K	Buy	5,243 +1,949	+59%	+$191K	0.04%	387
2023 Q3	$309K	Sell	3,294 -4,546	-58%	-$445K	0.03%	503
2023 Q2	$764K	Sell	7,840 -124	-2%	-$11.5K	0.07%	291
2023 Q1	$720K	Sell	7,964 -4,772	-37%	-$422K	0.07%	288
2022 Q4	$1.08M	Sell	12,736 -23,585	-65%	-$2.01M	0.11%	206
2022 Q3	$2.93M	Sell	36,321 -2,928	-7%	-$259K	0.17%	137
2022 Q2	$3.32M	Buy	39,249 +424	+1%	+$38.7K	0.19%	123
2022 Q1	$3.94M	Buy	38,825 +10,343	+36%	+$1.04M	0.19%	120
2021 Q4	$3.07M	Buy	+28,482	New	+$2.99M	0.3%	71
2021 Q2	$1.83M	Buy	18,548 +15,343	+479%	+$1.47M	0.19%	123
2021 Q1	$291K	Buy	+3,205	New	+$285K	0.04%	408
2020 Q4	–	Sell	-12,757	Closed	-$972K	–	477
2020 Q3	$972K	Buy	12,757 +821	+7%	+$61.8K	0.16%	148
2020 Q2	$835K	Buy	+11,936	New	+$786K	0.15%	150

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

Western Wealth Management's ESGU Position: Q2 2026 in Review

Western Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.3% in Q2 2026, selling an estimated $31.3K and leaving 5,753 shares worth $942K. The position accounts for 0.03% of the portfolio, ranked #499.

Western Wealth Management first reported a position in ESGU in Q2 2020 and has held it in 23 quarters since. The position peaked at $3.94M in Q1 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Western Wealth Management held 5,753 shares of iShares ESG Aware MSCI USA ETF worth $942K as of Q2 2026.
Western Wealth Management sold 198 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $31.3K.
iShares ESG Aware MSCI USA ETF made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #499 holding.
Western Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 23 quarters since.
Western Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $3.94M in Q1 2022.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.