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Wiser Advisor Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Wiser Advisor 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
Q2 		$10.5K Hold
64
– – 0.01% 171
2026
Q1 		$9.05K Hold
64
– – 0.01% 168
2025
Q4 		$9.54K Hold
64
– – 0.01% 172
2025
Q3 		$9.32K Buy
+64
New +$8.96K 0.01% 179
2025
Q2 		– Sell
-20
Closed -$2.44K – 110
2025
Q1 		$2.44K Buy
+20
New +$2.58K ﹤0.01% 233

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

Wiser Advisor Group's ESGU Position: Q2 2026 in Review

Wiser Advisor Group held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 64 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #171.

Wiser Advisor Group first reported a position in ESGU in Q1 2025 and has held it in 5 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Wiser Advisor Group held 64 shares of iShares ESG Aware MSCI USA ETF worth $10.5K as of Q2 2026.
  • Wiser Advisor Group left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #171 holding.
  • Wiser Advisor Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 5 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.