BCU Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

BCU Wealth Advisors’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	$389K	Buy	2,329 +3	+0.1%	+$499	0.13%	48
2026 Q2	$381K	Sell	2,326 -946	-29%	-$150K	0.13%	47
2026 Q1	$463K	Hold	3,272	–	–	0.17%	39
2025 Q4	$487K	Buy	3,272 +49	+2%	+$7.24K	0.19%	39
2025 Q3	$469K	Buy	3,223 +6	+0.2%	+$840	0.19%	40
2025 Q2	$435K	Buy	3,217 +6	+0.2%	+$749	0.2%	39
2025 Q1	$391K	Buy	3,211 +10	+0.3%	+$1.29K	0.2%	34
2024 Q4	$412K	Buy	3,201 +42	+1%	+$5.44K	0.24%	34
2024 Q3	$399K	Buy	3,159 +8	+0.3%	+$971	0.24%	34
2024 Q2	$376K	Buy	3,151 +35	+1%	+$4.02K	0.28%	34
2024 Q1	$358K	Sell	3,116 -3,094	-50%	-$339K	0.3%	35
2023 Q4	$652K	Buy	+6,210	New	+$608K	0.71%	20

Other funds holding ESGU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

IMPACTfolio Denver, Colorado $274M AUM 11.63% 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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

BCU Wealth Advisors's ESGU Position: Q3 2026 in Review

BCU Wealth Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.13% in Q3 2026, buying an estimated $499 and bringing the position to 2,329 shares worth $389K. The position accounts for 0.13% of the portfolio, ranked #48.

BCU Wealth Advisors first reported a position in ESGU in Q4 2023 and has held it in 12 quarters since. The position peaked at $652K in Q4 2023. 529 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

BCU Wealth Advisors held 2,329 shares of iShares ESG Aware MSCI USA ETF worth $389K as of Q3 2026.
BCU Wealth Advisors bought 3 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $499.
iShares ESG Aware MSCI USA ETF made up 0.13% of BCU Wealth Advisors's portfolio in Q3 2026, its #48 holding.
BCU Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 12 quarters since.
BCU Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $652K in Q4 2023.
529 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on BCU Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.