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

WT 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
Q3 		$4.29M Buy
25,701
+1,711
+7% +$285K 1.2% 24
2026
Q2 		$3.93M Buy
23,990
+475
+2% +$75.1K 1.09% 26
2026
Q1 		$3.33M Sell
23,515
-2,845
-11% -$421K 0.99% 28
2025
Q4 		$3.93M Sell
26,360
-2,695
-9% -$398K 1.13% 28
2025
Q3 		$4.23M Sell
29,055
-929
-3% -$130K 1.22% 26
2025
Q2 		$4.06M Buy
29,984
+2,752
+10% +$344K 1.2% 26
2025
Q1 		$3.32M Sell
27,232
-3,801
-12% -$490K 1.08% 28
2024
Q4 		$4M Sell
31,033
-3
-0% -$389 1.25% 26
2024
Q3 		$3.98M Buy
31,036
+563
+2% +$68.4K 1.27% 24
2024
Q2 		$3.64M Buy
30,473
+709
+2% +$81.4K 1.24% 27
2024
Q1 		$3.42M Buy
29,764
+3,089
+12% +$338K 1.22% 25
2023
Q4 		$2.8M Sell
26,675
-184
-0.7% -$18K 1.11% 30
2023
Q3 		$2.53M Buy
26,859
+10,286
+62% +$1.01M 1.09% 25
2023
Q2 		$1.62M Buy
16,573
+624
+4% +$57.6K 0.67% 38
2023
Q1 		$1.44M Sell
15,949
-2,038
-11% -$180K 0.62% 41
2022
Q4 		$1.52M Sell
17,987
-5,357
-23% -$457K 0.74% 40
2022
Q3 		$1.85M Buy
23,344
+6,192
+36% +$548K 0.93% 24
2022
Q2 		$1.44M Buy
17,152
+1,306
+8% +$119K 0.71% 39
2022
Q1 		$1.61M Buy
15,846
+787
+5% +$78.8K 0.62% 54
2021
Q4 		$1.63M Buy
15,059
+2,454
+19% +$257K 0.6% 57
2021
Q3 		$1.24M Buy
12,605
+4,073
+48% +$413K 0.48% 69
2021
Q2 		$840K Buy
8,532
+951
+13% +$91K 0.34% 84
2021
Q1 		$689K Buy
7,581
+3,191
+73% +$284K 0.32% 89
2020
Q4 		$377K Buy
4,390
+888
+25% +$72.1K 0.21% 96
2020
Q3 		$266K Sell
3,502
-123
-3% -$9.27K 0.18% 94
2020
Q2 		$253K Sell
3,625
-13
-0.4% -$856 0.2% 78
2020
Q1 		$209K Buy
+3,638
New +$248K 0.22% 63

Other funds holding ESGU

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 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
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

WT Wealth Management's ESGU Position: Q3 2026 in Review

WT Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 7.1% in Q3 2026, buying an estimated $285K and bringing the position to 25,701 shares worth $4.29M. The position accounts for 1.2% of the portfolio, ranked #24.

WT Wealth Management first reported a position in ESGU in Q1 2020 and has held it in 27 quarters since. 106 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • WT Wealth Management held 25,701 shares of iShares ESG Aware MSCI USA ETF worth $4.29M as of Q3 2026.
  • WT Wealth Management bought 1,711 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $285K.
  • iShares ESG Aware MSCI USA ETF made up 1.2% of WT Wealth Management's portfolio in Q3 2026, its #24 holding.
  • WT Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 27 quarters since.
  • 106 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.