AIM
ESGU icon

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

Archer 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 		$5.37M Sell
32,168
-1,019
-3% -$170K 1.69% 16
2026
Q2 		$5.43M Buy
33,187
+693
+2% +$110K 1.86% 15
2026
Q1 		$4.6M Buy
32,494
+26,011
+401% +$3.85M 1.93% 19
2025
Q4 		$966K Buy
+6,483
New +$959K 0.52% 56

Other funds holding ESGU

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
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
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 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
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

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

Archer Investment Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.1% in Q3 2026, selling an estimated $170K and leaving 32,168 shares worth $5.37M. The position accounts for 1.69% of the portfolio, ranked #16.

Archer Investment Management first reported a position in ESGU in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.43M in Q2 2026. 106 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Archer Investment Management held 32,168 shares of iShares ESG Aware MSCI USA ETF worth $5.37M as of Q3 2026.
  • Archer Investment Management sold 1,019 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $170K.
  • iShares ESG Aware MSCI USA ETF made up 1.69% of Archer Investment Management's portfolio in Q3 2026, its #16 holding.
  • Archer Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 4 quarters since.
  • Archer Investment Management's iShares ESG Aware MSCI USA ETF position peaked at $5.43M in Q2 2026.
  • 106 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

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