Advisornet Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
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
TWIM
AA
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. 868 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.
- 868 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.