Continuum Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$121K Buy
+742
New +$117K 0.01% 595
2025
Q2
Sell
-578
Closed -$70.5K 751
2025
Q1
$70.5K Buy
578
+148
+34% +$19.1K 0.01% 589
2024
Q4
$55.4K Sell
430
-49
-10% -$6.35K 0.01% 634
2024
Q3
$62.6K Sell
479
-78
-14% -$9.47K 0.01% 612
2024
Q2
$66.5K Buy
557
+104
+23% +$11.9K 0.01% 566
2024
Q1
$51.8K Buy
+453
New +$49.6K 0.01% 595
2023
Q1
Sell
-4,232
Closed -$359K 428
2022
Q4
$359K Sell
4,232
-1,116
-21% -$95.2K 0.06% 315
2022
Q3
$425K Sell
5,348
-431
-7% -$38.2K 0.08% 265
2022
Q2
$485K Sell
5,779
-1,602
-22% -$146K 0.09% 252
2022
Q1
$679K Sell
7,381
-379
-5% -$38K 0.13% 196
2021
Q4
$837K Sell
7,760
-366
-5% -$38.4K 0.19% 123
2021
Q3
$800K Buy
8,126
+2,136
+36% +$216K 0.21% 112
2021
Q2
$590K Buy
+5,990
New +$573K 0.18% 125

Other funds holding ESGU

Continuum Advisory's ESGU Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 742 shares worth $121K. The stake represents 0.01% of the portfolio and ranks #595 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in ESGU as recently as Q1 2025.

Continuum Advisory first reported a position in ESGU in Q2 2021 and has held it in 13 quarters since. The position peaked at $837K in Q4 2021. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Continuum Advisory held 742 shares of iShares ESG Aware MSCI USA ETF worth $121K as of Q2 2026.
  • iShares ESG Aware MSCI USA ETF was a new Continuum Advisory position in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #595 holding.
  • Continuum Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and has held it in 13 quarters since.
  • Continuum Advisory's iShares ESG Aware MSCI USA ETF position peaked at $837K in Q4 2021.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.