Superior Planning, LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Superior Planning, LLC’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	$207K	Buy	+1,243	New	+$207K	0.09%	161

Other funds holding ESGU

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Superior Planning, LLC's ESGU Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2026: 1,243 shares worth $207K. The stake represents 0.09% of the portfolio and ranks #161 among its holdings.

678 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Superior Planning, LLC held 1,243 shares of iShares ESG Aware MSCI USA ETF worth $207K as of Q3 2026.
iShares ESG Aware MSCI USA ETF was a new Superior Planning, LLC position in Q3 2026.
iShares ESG Aware MSCI USA ETF made up 0.09% of Superior Planning, LLC's portfolio in Q3 2026, its #161 holding.
678 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.