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Cooper Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Cooper Financial 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 		$233K Sell
1,397
-13
-0.9% -$2.16K 0.02% 403
2026
Q2 		$231K Sell
1,410
-18
-1% -$2.85K 0.02% 405
2026
Q1 		$202K Sell
1,428
-341
-19% -$50.4K 0.02% 415
2025
Q4 		$264K Sell
1,769
-24
-1% -$3.55K 0.03% 321
2025
Q3 		$261K Sell
1,793
-21
-1% -$2.94K 0.03% 326
2025
Q2 		$245K Sell
1,814
-3,758
-67% -$469K 0.03% 333
2025
Q1 		$679K Sell
5,572
-1,211
-18% -$156K 0.09% 197
2024
Q4 		$874K Buy
6,783
+7
+0.1% +$907 0.11% 161
2024
Q3 		$855K Sell
6,776
-239
-3% -$29K 0.11% 159
2024
Q2 		$837K Sell
7,015
-166
-2% -$19.1K 0.12% 148
2024
Q1 		$826K Sell
7,181
-3,371
-32% -$369K 0.14% 143
2023
Q4 		$1.11M Sell
10,552
-3,728
-26% -$365K 0.2% 98
2023
Q3 		$1.34M Sell
14,280
-7,377
-34% -$722K 0.32% 72
2023
Q2 		$2.11M Buy
21,657
+1,267
+6% +$117K 0.52% 38
2023
Q1 		$1.84M Sell
20,390
-20,758
-50% -$1.84M 0.5% 39
2022
Q4 		$3.49M Sell
41,148
-3,146
-7% -$268K 1.06% 20
2022
Q3 		$3.52M Buy
44,294
+1,434
+3% +$127K 1.27% 15
2022
Q2 		$3.6M Buy
42,860
+2,602
+6% +$238K 1.31% 13
2022
Q1 		$4.08M Sell
40,258
-3,703
-8% -$371K 1.55% 10
2021
Q4 		$4.74M Sell
43,961
-408,832
-90% -$42.9M 1.79% 9
2021
Q3 		$44.6M Sell
452,793
-17,614
-4% -$1.78M 9.25% 1
2021
Q2 		$46.3M Buy
470,407
+35,799
+8% +$3.42M 9.42% 1
2021
Q1 		$39.5M Sell
434,608
-62,647
-13% -$5.57M 8.92% 1
2020
Q4 		$42.8M Buy
497,255
+58,451
+13% +$4.75M 8.73% 1
2020
Q3 		$33.4M Buy
438,804
+13,535
+3% +$1.02M 9.65% 1
2020
Q2 		$29.8M Buy
425,269
+263,615
+163% +$17.4M 9.63% 1
2020
Q1 		$9.29M Buy
161,654
+158,015
+4,342% +$10.8M 3.87% 5
2019
Q4 		$260K Hold
3,639
– – 0.1% 123
2019
Q3 		$238K Hold
3,639
– – 0.11% 121
2019
Q2 		$235K Buy
+3,639
New +$231K 0.11% 113

Other funds holding ESGU

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Cooper Financial Group's ESGU Position: Q3 2026 in Review

Cooper Financial Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.92% in Q3 2026, selling an estimated $2.16K and leaving 1,397 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #403.

Cooper Financial Group first reported a position in ESGU in Q2 2019 and has held it in 30 quarters since. The position peaked at $46.3M in Q2 2021. 40 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Cooper Financial Group held 1,397 shares of iShares ESG Aware MSCI USA ETF worth $233K as of Q3 2026.
  • Cooper Financial Group sold 13 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $2.16K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #403 holding.
  • Cooper Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2019 and has held it in 30 quarters since.
  • Cooper Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $46.3M in Q2 2021.
  • 40 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.