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Client 1st Advisory Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Client 1st Advisory Group’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 		$13M Sell
78,220
-4,337
-5% -$722K 3.34% 6
2026
Q2 		$13.5M Sell
82,557
-2,262
-3% -$358K 3.52% 6
2026
Q1 		$12M Sell
84,819
-1,677
-2% -$248K 3.64% 6
2025
Q4 		$12.9M Sell
86,496
-7,931
-8% -$1.17M 4.03% 6
2025
Q3 		$13.7M Sell
94,427
-1,036
-1% -$145K 4.55% 6
2025
Q2 		$12.9M Sell
95,463
-1,650
-2% -$206K 4.68% 6
2025
Q1 		$11.8M Sell
97,113
-896
-0.9% -$115K 4.61% 6
2024
Q4 		$12.6M Sell
98,009
-3,574
-4% -$463K 4.86% 6
2024
Q3 		$12.8M Sell
101,583
-3,165
-3% -$384K 5.09% 6
2024
Q2 		$12.5M Sell
104,748
-14,216
-12% -$1.63M 5.38% 6
2024
Q1 		$13.7M Sell
118,964
-15,496
-12% -$1.7M 6.14% 4
2023
Q4 		$14.1M Sell
134,460
-28,286
-17% -$2.77M 6.85% 3
2023
Q3 		$15.3M Sell
162,746
-55,345
-25% -$5.42M 8.08% 3
2023
Q2 		$21.3M Sell
218,091
-39,511
-15% -$3.65M 11.2% 2
2023
Q1 		$23.3M Sell
257,602
-3,689
-1% -$326K 12.64% 2
2022
Q4 		$22.1M Sell
261,291
-9,676
-4% -$825K 12.94% 2
2022
Q3 		$21.5M Buy
270,967
+3,111
+1% +$275K 13.38% 2
2022
Q2 		$22.5M Buy
267,856
+3,214
+1% +$294K 13.37% 2
2022
Q1 		$26.8M Buy
264,642
+9,127
+4% +$914K 13.1% 1
2021
Q4 		$27.6M Sell
255,515
-918
-0.4% -$96.3K 13.46% 1
2021
Q3 		$25.2M Buy
256,433
+2,054
+0.8% +$208K 12.89% 1
2021
Q2 		$25M Sell
254,379
-17,840
-7% -$1.71M 12.99% 1
2021
Q1 		$24.7M Buy
272,219
+10,151
+4% +$902K 14.16% 1
2020
Q4 		$22.7M Buy
262,068
+7,315
+3% +$594K 14.74% 1
2020
Q3 		$20.7M Buy
254,753
+18,849
+8% +$1.42M 14.51% 1
2020
Q2 		$17.3M Buy
235,904
+198,119
+524% +$13M 14.33% 1
2020
Q1 		$2.17M Buy
+37,785
New +$2.57M 2.29% 10

Other funds holding ESGU

KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Client 1st Advisory Group's ESGU Position: Q3 2026 in Review

Client 1st Advisory Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.3% in Q3 2026, selling an estimated $722K and leaving 78,220 shares worth $13M. The position accounts for 3.34% of the portfolio, ranked #6.

Client 1st Advisory Group first reported a position in ESGU in Q1 2020 and has held it in 27 quarters since. The position peaked at $27.6M in Q4 2021. 179 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Client 1st Advisory Group held 78,220 shares of iShares ESG Aware MSCI USA ETF worth $13M as of Q3 2026.
  • Client 1st Advisory Group sold 4,337 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $722K.
  • iShares ESG Aware MSCI USA ETF made up 3.34% of Client 1st Advisory Group's portfolio in Q3 2026, its #6 holding.
  • Client 1st Advisory Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 27 quarters since.
  • Client 1st Advisory Group's iShares ESG Aware MSCI USA ETF position peaked at $27.6M in Q4 2021.
  • 179 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.