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

Advisornet Financial’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 		$678K Sell
4,143
-820
-17% -$130K 0.03% 348
2026
Q1 		$702K Buy
4,963
+1,064
+27% +$157K 0.04% 312
2025
Q4 		$581K Buy
3,899
+242
+7% +$35.8K 0.03% 356
2025
Q3 		$532K Buy
3,657
+162
+5% +$22.7K 0.03% 360
2025
Q2 		$473K Sell
3,495
-419
-11% -$52.3K 0.03% 373
2025
Q1 		$477K Buy
3,914
+315
+9% +$40.6K 0.04% 362
2024
Q4 		$464K Sell
3,599
-18,246
-84% -$2.36M 0.04% 328
2024
Q3 		$2.76M Buy
21,845
+985
+5% +$120K 0.21% 111
2024
Q2 		$2.49M Sell
20,860
-12,796
-38% -$1.47M 0.23% 102
2024
Q1 		$3.87M Sell
33,656
-6,106
-15% -$669K 0.37% 60
2023
Q4 		$4.17M Buy
39,762
+1,130
+3% +$111K 0.38% 58
2023
Q3 		$3.63M Sell
38,632
-7,538
-16% -$738K 0.33% 73
2023
Q2 		$4.5M Sell
46,170
-985
-2% -$91K 0.38% 63
2023
Q1 		$4.27M Sell
47,155
-55,057
-54% -$4.87M 0.39% 63
2022
Q4 		$8.66M Sell
102,212
-6,229
-6% -$531K 0.85% 25
2022
Q3 		$8.61M Sell
108,441
-3,733
-3% -$331K 0.86% 22
2022
Q2 		$9.41M Sell
112,174
-19,309
-15% -$1.76M 0.92% 18
2022
Q1 		$13.3M Buy
131,483
+7,849
+6% +$786K 0.83% 19
2021
Q4 		$13.3M Buy
123,634
+4,066
+3% +$427K 0.82% 18
2021
Q3 		$11.8M Buy
119,568
+11,832
+11% +$1.2M 0.82% 19
2021
Q2 		$10.6M Buy
107,736
+303
+0.3% +$29K 0.7% 22
2021
Q1 		$9.76M Sell
107,433
-16,741
-13% -$1.49M 0.69% 23
2020
Q4 		$10.7M Sell
124,174
-9,605
-7% -$780K 0.86% 17
2020
Q3 		$10.2M Sell
133,779
-37,588
-22% -$2.83M 0.87% 16
2020
Q2 		$12M Buy
171,367
+89,202
+109% +$5.87M 0.97% 15
2020
Q1 		$4.72M Buy
82,165
+78,101
+1,922% +$5.32M 0.44% 54
2019
Q4 		$290K Buy
4,064
+241
+6% +$16.4K 0.02% 434
2019
Q3 		$250K Buy
3,823
+2,599
+212% +$169K 0.02% 453
2019
Q2 		$79K Sell
1,224
-98
-7% -$6.21K 0.01% 676
2019
Q1 		$82K Buy
1,322
+65
+5% +$3.88K 0.01% 600
2018
Q4 		$69K Buy
1,257
+750
+148% +$44.3K 0.01% 605
2018
Q3 		$32K Buy
+507
New +$31.7K ﹤0.01% 834

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Advisornet Financial's ESGU Position: Q2 2026 in Review

Advisornet Financial reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 17% in Q2 2026, selling an estimated $130K and leaving 4,143 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #348.

Advisornet Financial first reported a position in ESGU in Q3 2018 and has held it in 32 quarters since. The position peaked at $13.3M in Q4 2021. 538 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Advisornet Financial held 4,143 shares of iShares ESG Aware MSCI USA ETF worth $678K as of Q2 2026.
  • Advisornet Financial sold 820 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $130K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Advisornet Financial's portfolio in Q2 2026, its #348 holding.
  • Advisornet Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2018 and has held it in 32 quarters since.
  • Advisornet Financial's iShares ESG Aware MSCI USA ETF position peaked at $13.3M in Q4 2021.
  • 538 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.