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Advisory Solutions Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Advisory Solutions 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 		$2.25M Buy
13,474
+549
+4% +$91.4K 0.48% 56
2026
Q2 		$2.12M Buy
+12,925
New +$2.04M 0.72% 38

Other funds holding ESGU

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Advisory Solutions Group's ESGU Position: Q3 2026 in Review

Advisory Solutions Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.2% in Q3 2026, buying an estimated $91.4K and bringing the position to 13,474 shares worth $2.25M. The position accounts for 0.48% of the portfolio, ranked #56.

Advisory Solutions Group first reported a position in ESGU in Q2 2026 and has held it in 2 quarters since. 796 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Advisory Solutions Group held 13,474 shares of iShares ESG Aware MSCI USA ETF worth $2.25M as of Q3 2026.
  • Advisory Solutions Group bought 549 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $91.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.48% of Advisory Solutions Group's portfolio in Q3 2026, its #56 holding.
  • Advisory Solutions Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2026 and has held it in 2 quarters since.
  • 796 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

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