Center for Financial Planning’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Center for Financial Planning’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	$96.2K	Hold	588	–	–	0.01%	245
2026 Q1	$83.2K	Hold	588	–	–	0.01%	253
2025 Q4	$87.6K	Hold	588	–	–	0.01%	243
2025 Q3	$85.6K	Hold	588	–	–	0.01%	244
2025 Q2	$79.6K	Hold	588	–	–	0.01%	244
2025 Q1	$71.7K	Hold	588	–	–	0.01%	245
2024 Q4	$75.7K	Hold	588	–	–	0.01%	225
2024 Q3	$74.2K	Hold	588	–	–	0.01%	211
2024 Q2	$70.2K	Hold	588	–	–	0.01%	203
2024 Q1	$67.6K	Hold	588	–	–	0.01%	209
2023 Q4	$61.7K	Hold	588	–	–	0.01%	203
2023 Q3	$55.2K	Hold	588	–	–	0.01%	205
2023 Q2	$57.3K	Hold	588	–	–	0.01%	208
2023 Q1	$53.2K	Hold	588	–	–	0.01%	211
2022 Q4	$49.8K	Hold	588	–	–	0.01%	219
2022 Q3	$47K	Hold	588	–	–	0.01%	215
2022 Q2	$49K	Hold	588	–	–	0.01%	219
2022 Q1	$60K	Hold	588	–	–	0.01%	214
2021 Q4	$63K	Sell	588 -143	-20%	-$15K	0.01%	211
2021 Q3	$72K	Hold	731	–	–	0.02%	184
2021 Q2	$72K	Hold	731	–	–	0.02%	187
2021 Q1	$66K	Buy	+731	New	+$65K	0.02%	192

Other funds holding ESGU

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

Center for Financial Planning's ESGU Position: Q2 2026 in Review

Center for Financial Planning held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 588 shares worth $96.2K. The position accounts for 0.01% of the portfolio, ranked #245.

Center for Financial Planning first reported a position in ESGU in Q1 2021 and has held it in 22 quarters since. 286 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Center for Financial Planning held 588 shares of iShares ESG Aware MSCI USA ETF worth $96.2K as of Q2 2026.
Center for Financial Planning left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #245 holding.
Center for Financial Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
286 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.