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Archford Capital Strategies’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Archford Capital Strategies’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 		$676K Hold
4,130
– – 0.07% 209
2026
Q1 		$584K Hold
4,130
– – 0.07% 212
2025
Q4 		$615K Hold
4,130
– – 0.07% 214
2025
Q3 		$601K Hold
4,130
– – 0.07% 211
2025
Q2 		$559K Sell
4,130
-32
-0.8% -$4K 0.07% 214
2025
Q1 		$507K Buy
4,162
+26
+0.6% +$3.35K 0.07% 202
2024
Q4 		$533K Hold
4,136
– – 0.08% 176
2024
Q3 		$531K Sell
4,136
-370
-8% -$44.9K 0.08% 172
2024
Q2 		$538K Hold
4,506
– – 0.09% 171
2024
Q1 		$518K Sell
4,506
-337
-7% -$36.9K 0.09% 174
2023
Q4 		$508K Sell
4,843
-908
-16% -$88.9K 0.09% 167
2023
Q3 		$540K Sell
5,751
-303
-5% -$29.7K 0.11% 187
2023
Q2 		$606K Sell
6,054
-631
-9% -$58.3K 0.12% 188
2023
Q1 		$600K Sell
6,685
-738
-10% -$65.3K 0.13% 182
2022
Q4 		$629K Sell
7,423
-46,278
-86% -$3.95M 0.14% 169
2022
Q3 		$4.26M Buy
53,701
+794
+2% +$70.3K 1.1% 23
2022
Q2 		$4.44M Buy
52,907
+824
+2% +$75.3K 1.12% 24
2022
Q1 		$5.27M Buy
52,083
+1,984
+4% +$199K 1.17% 22
2021
Q4 		$5.41M Sell
50,099
-1,198
-2% -$126K 1.24% 18
2021
Q3 		$5.05M Buy
51,297
+1,663
+3% +$169K 1.19% 19
2021
Q2 		$4.89M Buy
49,634
+14,297
+40% +$1.37M 1.22% 19
2021
Q1 		$3.38M Sell
35,337
-3,042
-8% -$270K 0.9% 24
2020
Q4 		$3.37M Buy
38,379
+21,934
+133% +$1.78M 0.78% 28
2020
Q3 		$1.25M Sell
16,445
-984
-6% -$74.1K 0.34% 88
2020
Q2 		$1.22M Buy
17,429
+12,183
+232% +$802K 0.36% 85
2020
Q1 		$302K Buy
+5,246
New +$357K 0.12% 179

Other funds holding ESGU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Archford Capital Strategies's ESGU Position: Q2 2026 in Review

Archford Capital Strategies held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 4,130 shares worth $676K. The position accounts for 0.07% of the portfolio, ranked #209.

Archford Capital Strategies first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.41M in Q4 2021. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Archford Capital Strategies held 4,130 shares of iShares ESG Aware MSCI USA ETF worth $676K as of Q2 2026.
  • Archford Capital Strategies left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of Archford Capital Strategies's portfolio in Q2 2026, its #209 holding.
  • Archford Capital Strategies first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • Archford Capital Strategies's iShares ESG Aware MSCI USA ETF position peaked at $5.41M in Q4 2021.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.