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Acropolis Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Acropolis 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
Q3 		$2.23M Sell
13,377
-133
-1% -$22.1K 0.09% 77
2026
Q2 		$2.21M Sell
13,510
-60
-0.4% -$9.49K 0.09% 79
2026
Q1 		$1.92M Sell
13,570
-40
-0.3% -$5.92K 0.08% 77
2025
Q4 		$2.03M Buy
13,610
+1,390
+11% +$206K 0.09% 76
2025
Q3 		$1.65M Hold
12,220
– – 0.08% 88
2025
Q2 		$1.65M Buy
12,220
+481
+4% +$60K 0.09% 80
2025
Q1 		$1.43M Sell
11,739
-63
-0.5% -$8.11K 0.08% 86
2024
Q4 		$1.52M Buy
11,802
+482
+4% +$62.4K 0.09% 80
2024
Q3 		$1.43M Buy
11,320
+610
+6% +$74.1K 0.08% 83
2024
Q2 		$1.28M Sell
10,710
-1,612
-13% -$185K 0.08% 88
2024
Q1 		$1.42M Sell
12,322
-120
-1% -$13.1K 0.09% 79
2023
Q4 		$1.31M Buy
12,442
+32
+0.3% +$3.13K 0.09% 82
2023
Q3 		$1.17M Sell
12,410
-175
-1% -$17.1K 0.09% 83
2023
Q2 		$1.23M Buy
12,585
+235
+2% +$21.7K 0.1% 82
2023
Q1 		$1.12M Buy
12,350
+9,940
+412% +$879K 0.09% 87
2022
Q4 		$204K Hold
2,410
– – 0.02% 189
2022
Q3 		$191K Hold
2,410
– – 0.02% 185
2022
Q2 		$202K Hold
2,410
– – 0.02% 178
2022
Q1 		$244K Buy
2,410
+205
+9% +$20.5K 0.02% 170
2021
Q4 		$238K Buy
2,205
+78
+4% +$8.19K 0.02% 173
2021
Q3 		$202K Buy
2,127
+17
+0.8% +$1.72K 0.02% 176
2021
Q2 		$208K Sell
2,110
-15
-0.7% -$1.44K 0.02% 174
2021
Q1 		$193K Buy
2,125
+375
+21% +$33.3K 0.02% 177
2020
Q4 		$151K Buy
+1,750
New +$142K 0.02% 188

Other funds holding ESGU

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Acropolis Investment Management's ESGU Position: Q3 2026 in Review

Acropolis Investment Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.98% in Q3 2026, selling an estimated $22.1K and leaving 13,377 shares worth $2.23M. The position accounts for 0.09% of the portfolio, ranked #77.

Acropolis Investment Management first reported a position in ESGU in Q4 2020 and has held it in 24 quarters since. 32 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Acropolis Investment Management held 13,377 shares of iShares ESG Aware MSCI USA ETF worth $2.23M as of Q3 2026.
  • Acropolis Investment Management sold 133 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $22.1K.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of Acropolis Investment Management's portfolio in Q3 2026, its #77 holding.
  • Acropolis Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 24 quarters since.
  • 32 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.