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 Q3	$222K	Sell	1,333 -178	-12%	-$29.6K	0.04%	244
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

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Commonwealth Financial Services's ESGU Position: Q3 2026 in Review

Commonwealth Financial Services reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 12% in Q3 2026, selling an estimated $29.6K and leaving 1,333 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #244.

Commonwealth Financial Services first reported a position in ESGU in Q3 2023 and has held it in 7 quarters since. The position peaked at $577K in Q3 2023. 271 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Commonwealth Financial Services held 1,333 shares of iShares ESG Aware MSCI USA ETF worth $222K as of Q3 2026.
Commonwealth Financial Services sold 178 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $29.6K.
iShares ESG Aware MSCI USA ETF made up 0.04% of Commonwealth Financial Services's portfolio in Q3 2026, its #244 holding.
Commonwealth Financial Services first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and has held it in 7 quarters since.
Commonwealth Financial Services's iShares ESG Aware MSCI USA ETF position peaked at $577K in Q3 2023.
271 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.