Advisory Services Network’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Advisory Services Network’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 Q1	$7.56M	Sell	53,491 -680	-1%	-$101K	0.1%	207
2025 Q4	$8.07M	Buy	54,171 +1,333	+3%	+$197K	0.11%	190
2025 Q3	$7.69M	Buy	52,838 +1,407	+3%	+$197K	0.11%	193
2025 Q2	$7.11M	Buy	51,431 +3,918	+8%	+$489K	0.11%	194
2025 Q1	$5.79M	Sell	47,513 -3,493	-7%	-$450K	0.11%	202
2024 Q4	$6.57M	Sell	51,006 -2,737	-5%	-$355K	0.12%	179
2024 Q3	$6.41M	Hold	53,743	–	–	0.13%	164
2024 Q2	$6.41M	Sell	53,743 -11,289	-17%	-$1.3M	0.13%	164
2024 Q1	$7.48M	Sell	65,032 -13,509	-17%	-$1.48M	0.17%	141
2023 Q4	$8.24M	Sell	78,541 -2,864	-4%	-$280K	0.2%	97
2023 Q3	$7.64M	Buy	81,405 +1,034	+1%	+$101K	0.21%	99
2023 Q2	$7.83M	Sell	80,371 -5,610	-7%	-$518K	0.21%	100
2023 Q1	$7.78M	Sell	85,981 -40,451	-32%	-$3.58M	0.22%	91
2022 Q4	$10.7M	Sell	126,432 -2,907	-2%	-$248K	0.33%	56
2022 Q3	$10.3M	Buy	129,339 +21,407	+20%	+$1.9M	0.36%	52
2022 Q2	$9.06M	Sell	107,932 -3,963	-4%	-$362K	0.31%	66
2022 Q1	$11.3M	Buy	111,895 +618	+0.6%	+$61.9K	0.33%	51
2021 Q4	$12M	Buy	111,277 +10,252	+10%	+$1.08M	0.35%	54
2021 Q3	$9.95M	Buy	101,025 +14,203	+16%	+$1.44M	0.32%	54
2021 Q2	$8.55M	Buy	86,822 +17,432	+25%	+$1.67M	0.27%	66
2021 Q1	$6.31M	Buy	69,390 +8,937	+15%	+$794K	0.23%	90
2020 Q4	$5.2M	Buy	60,453 +16,749	+38%	+$1.36M	0.21%	112
2020 Q3	$3.33M	Buy	43,704 +2,820	+7%	+$212K	0.16%	162
2020 Q2	$2.86M	Buy	40,884 +19,318	+90%	+$1.27M	0.16%	169
2020 Q1	$1.24M	Buy	21,566 +21,362	+10,472%	+$1.45M	0.08%	296
2019 Q4	$15K	Buy	+204	New	+$13.9K	﹤0.01%	2150
2018 Q4	–	Sell	-50	Closed	-$3K	–	2564
2018 Q3	$3K	Hold	50	–	–	﹤0.01%	2214
2018 Q2	$3K	Buy	+50	New	+$2.96K	﹤0.01%	2175

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisory Services Network's ESGU Position: Q1 2026 in Review

Advisory Services Network reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.3% in Q1 2026, selling an estimated $101K and leaving 53,491 shares worth $7.56M. The position accounts for 0.1% of the portfolio, ranked #207.

Advisory Services Network first reported a position in ESGU in Q2 2018 and has held it in 28 quarters since. The position peaked at $12M in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Advisory Services Network held 53,491 shares of iShares ESG Aware MSCI USA ETF worth $7.56M as of Q1 2026.
Advisory Services Network sold 680 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $101K.
iShares ESG Aware MSCI USA ETF made up 0.1% of Advisory Services Network's portfolio in Q1 2026, its #207 holding.
Advisory Services Network first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2018 and has held it in 28 quarters since.
Advisory Services Network's iShares ESG Aware MSCI USA ETF position peaked at $12M in Q4 2021.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.