WLIM
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White Lighthouse Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

White Lighthouse Investment 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 		$2.85M Buy
17,387
+194
+1% +$30.7K 0.35% 41
2026
Q1 		$2.43M Buy
17,193
+50
+0.3% +$7.4K 0.34% 46
2025
Q4 		$2.55M Sell
17,143
-185
-1% -$27.4K 0.36% 47
2025
Q3 		$2.52M Sell
17,328
-660
-4% -$92.4K 0.38% 41
2025
Q2 		$2.43M Buy
17,988
+1,384
+8% +$173K 0.4% 41
2025
Q1 		$2.02M Sell
16,604
-425
-2% -$54.7K 0.36% 43
2024
Q4 		$2.19M Buy
17,029
+230
+1% +$29.8K 0.39% 42
2024
Q3 		$2.12M Buy
16,799
+61
+0.4% +$7.41K 0.38% 42
2024
Q2 		$2M Sell
16,738
-1,748
-9% -$201K 0.39% 42
2024
Q1 		$2.13M Buy
18,486
+21
+0.1% +$2.3K 0.43% 40
2023
Q4 		$1.94M Buy
18,465
+55
+0.3% +$5.39K 0.42% 40
2023
Q3 		$1.73M Sell
18,410
-225
-1% -$22K 0.42% 41
2023
Q2 		$1.82M Sell
18,635
-713
-4% -$65.8K 0.43% 42
2023
Q1 		$1.75M Sell
19,348
-1,108
-5% -$98K 0.44% 39
2022
Q4 		$1.73M Sell
20,456
-1,636
-7% -$140K 0.47% 41
2022
Q3 		$1.75M Buy
22,092
+817
+4% +$72.3K 0.51% 38
2022
Q2 		$1.78M Sell
21,275
-193
-0.9% -$17.6K 0.51% 37
2022
Q1 		$2.18M Buy
21,468
+4,352
+25% +$436K 0.55% 39
2021
Q4 		$1.85M Buy
17,116
+3,600
+27% +$378K 0.46% 45
2021
Q3 		$1.33M Buy
13,516
+765
+6% +$77.5K 0.36% 52
2021
Q2 		$1.26M Buy
12,751
+924
+8% +$88.4K 0.34% 53
2021
Q1 		$1.07M Buy
11,827
+203
+2% +$18K 0.33% 55
2020
Q4 		$1M Sell
11,624
-521
-4% -$42.3K 0.32% 59
2020
Q3 		$926K Buy
12,145
+520
+4% +$39.2K 0.32% 61
2020
Q2 		$814K Buy
11,625
+540
+5% +$35.6K 0.3% 60
2020
Q1 		$637K Buy
+11,085
New +$754K 0.27% 63

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

White Lighthouse Investment Management's ESGU Position: Q2 2026 in Review

White Lighthouse Investment Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.1% in Q2 2026, buying an estimated $30.7K and bringing the position to 17,387 shares worth $2.85M. The position accounts for 0.35% of the portfolio, ranked #41.

White Lighthouse Investment Management first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • White Lighthouse Investment Management held 17,387 shares of iShares ESG Aware MSCI USA ETF worth $2.85M as of Q2 2026.
  • White Lighthouse Investment Management bought 194 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $30.7K.
  • iShares ESG Aware MSCI USA ETF made up 0.35% of White Lighthouse Investment Management's portfolio in Q2 2026, its #41 holding.
  • White Lighthouse Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.