ABLE Financial Group
ESGU icon

ABLE Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

ABLE Financial 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
Q3 		$468K Hold
2,804
– – 0.07% 147
2026
Q2 		$459K Hold
2,804
– – 0.08% 150
2026
Q1 		$397K Hold
2,804
– – 0.08% 148
2025
Q4 		$418K Sell
2,804
-32
-1% -$4.73K 0.08% 139
2025
Q3 		$413K Hold
2,836
– – 0.09% 132
2025
Q2 		$384K Sell
2,836
-367
-11% -$45.8K 0.09% 137
2025
Q1 		$390K Hold
3,203
– – 0.11% 126
2024
Q4 		$413K Hold
3,203
– – 0.12% 117
2024
Q3 		$404K Hold
3,203
– – 0.12% 119
2024
Q2 		$382K Sell
3,203
-1,148
-26% -$132K 0.14% 112
2024
Q1 		$500K Buy
4,351
+85
+2% +$9.31K 0.2% 91
2023
Q4 		$448K Sell
4,266
-76
-2% -$7.44K 0.19% 90
2023
Q3 		$408K Sell
4,342
-713
-14% -$69.8K 0.2% 89
2023
Q2 		$493K Buy
5,055
+765
+18% +$70.6K 0.25% 69
2023
Q1 		$388K Buy
+4,290
New +$379K 0.25% 81

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Brookstone Capital Management
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Wealth Enhancement Advisory Services
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Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Client 1st Advisory Group
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Apella Capital
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Ferguson Wellman Capital Management
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ABLE Financial Group's ESGU Position: Q3 2026 in Review

ABLE Financial Group held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 2,804 shares worth $468K. The position accounts for 0.07% of the portfolio, ranked #147.

ABLE Financial Group first reported a position in ESGU in Q1 2023 and has held it in 15 quarters since. The position peaked at $500K in Q1 2024. 246 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • ABLE Financial Group held 2,804 shares of iShares ESG Aware MSCI USA ETF worth $468K as of Q3 2026.
  • ABLE Financial Group left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of ABLE Financial Group's portfolio in Q3 2026, its #147 holding.
  • ABLE Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 15 quarters since.
  • ABLE Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $500K in Q1 2024.
  • 246 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.