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Avantax Planning Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Avantax Planning Partners’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 		$368K Sell
2,250
-3
-0.1% -$474 0.01% 334
2026
Q1 		$319K Sell
2,253
-4
-0.2% -$592 0.01% 341
2025
Q4 		$336K Hold
2,257
– – 0.01% 334
2025
Q3 		$329K Sell
2,257
-243
-10% -$34K 0.01% 335
2025
Q2 		$338K Hold
2,500
– – 0.01% 332
2025
Q1 		$305K Hold
2,500
– – 0.01% 336
2024
Q4 		$322K Buy
2,500
+1
+0% +$130 0.01% 323
2024
Q3 		$315K Sell
2,499
-48
-2% -$5.83K 0.01% 323
2024
Q2 		$304K Sell
2,547
-44
-2% -$5.05K 0.01% 356
2024
Q1 		$298K Buy
+2,591
New +$284K 0.01% 362

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Avantax Planning Partners's ESGU Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.13% in Q2 2026, selling an estimated $474 and leaving 2,250 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #334.

Avantax Planning Partners first reported a position in ESGU in Q1 2024 and has held it in 10 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Avantax Planning Partners held 2,250 shares of iShares ESG Aware MSCI USA ETF worth $368K as of Q2 2026.
  • Avantax Planning Partners sold 3 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $474.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #334 holding.
  • Avantax Planning Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.