Atwood & Palmer’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Atwood & Palmer’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	$167	Hold	1	–	–	﹤0.01%	481
2026 Q2	$164	Hold	1	–	–	﹤0.01%	480
2026 Q1	$142	Buy	+1	New	+$148	﹤0.01%	518
2022 Q1	–	Sell	-300	Closed	-$32K	–	448
2021 Q4	$32K	Hold	300	–	–	﹤0.01%	270
2021 Q3	$30K	Sell	300 -338	-53%	-$34.2K	﹤0.01%	265
2021 Q2	$63K	Hold	638	–	–	0.01%	211
2021 Q1	$58K	Sell	638 -421	-40%	-$37.4K	0.01%	211
2020 Q4	$91K	Buy	+1,059	New	+$86K	0.01%	174

Other funds holding ESGU

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

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

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Atwood & Palmer's ESGU Position: Q3 2026 in Review

Atwood & Palmer held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 1 share worth $167. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Atwood & Palmer first reported a position in ESGU in Q4 2020 and has held it in 8 quarters since. The position peaked at $91K in Q4 2020. 40 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Atwood & Palmer held 1 share of iShares ESG Aware MSCI USA ETF worth $167 as of Q3 2026.
Atwood & Palmer left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #481 holding.
Atwood & Palmer first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 8 quarters since.
Atwood & Palmer's iShares ESG Aware MSCI USA ETF position peaked at $91K in Q4 2020.
40 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.