Armis Advisers’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Armis Advisers’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	$708K	Sell	4,154 -14	-0.3%	-$2.33K	0.06%	216
2026 Q2	$688K	Buy	4,168 +6	+0.1%	+$949	0.06%	218
2026 Q1	$672K	Hold	4,162	–	–	0.06%	201
2025 Q4	$587K	Buy	4,162 +841	+25%	+$124K	0.07%	204
2025 Q3	$490K	Buy	3,321 +9	+0.3%	+$1.26K	0.04%	194
2025 Q2	$449K	Buy	3,312 +1,506	+83%	+$188K	0.04%	300
2025 Q1	$220K	Sell	1,806 -177	-9%	-$22.8K	0.02%	372
2024 Q4	$255K	Buy	+1,983	New	+$257K	0.03%	297

Other funds holding ESGU

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Armis Advisers's ESGU Position: Q3 2026 in Review

Armis Advisers reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.34% in Q3 2026, selling an estimated $2.33K and leaving 4,154 shares worth $708K. The position accounts for 0.06% of the portfolio, ranked #216.

Armis Advisers first reported a position in ESGU in Q4 2024 and has held it in 8 quarters since. 271 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Armis Advisers held 4,154 shares of iShares ESG Aware MSCI USA ETF worth $708K as of Q3 2026.
Armis Advisers sold 14 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $2.33K.
iShares ESG Aware MSCI USA ETF made up 0.06% of Armis Advisers's portfolio in Q3 2026, its #216 holding.
Armis Advisers first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 8 quarters since.
271 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.