Commonwealth Financial Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Commonwealth Financial Services’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	$247K	Hold	1,511	–	–	0.03%	248
2026 Q1	$214K	Sell	1,511 -26	-2%	-$3.85K	0.03%	248
2025 Q4	$229K	Hold	1,537	–	–	0.04%	205
2025 Q3	$224K	Hold	1,537	–	–	0.04%	204
2025 Q2	$208K	Buy	+1,537	New	+$192K	0.04%	201
2023 Q4	–	Sell	-6,145	Closed	-$577K	–	188
2023 Q3	$577K	Buy	+6,145	New	+$602K	0.17%	87

Other funds holding ESGU

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Commonwealth Financial Services's ESGU Position: Q2 2026 in Review

Commonwealth Financial Services held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 1,511 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #248.

Commonwealth Financial Services first reported a position in ESGU in Q3 2023 and has held it in 6 quarters since. The position peaked at $577K in Q3 2023. 157 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Commonwealth Financial Services held 1,511 shares of iShares ESG Aware MSCI USA ETF worth $247K as of Q2 2026.
Commonwealth Financial Services left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #248 holding.
Commonwealth Financial Services first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and has held it in 6 quarters since.
Commonwealth Financial Services's iShares ESG Aware MSCI USA ETF position peaked at $577K in Q3 2023.
157 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.