Covestor
ESGU icon

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

Covestor’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 		$1K Sell
6
-3
-33% -$499 ﹤0.01% 2078
2026
Q2 		$1K Buy
9
+3
+50% +$474 ﹤0.01% 2134
2026
Q1 		$1K Hold
6
– – ﹤0.01% 2027
2025
Q4 		$1K Sell
6
-2
-25% -$296 ﹤0.01% 2043
2025
Q3 		$1K Sell
8
-3
-27% -$420 ﹤0.01% 2060
2025
Q2 		$2K Buy
11
+9
+450% +$1.12K ﹤0.01% 1842
2025
Q1 		$0 Buy
2
+1
+100% +$129 ﹤0.01% 2357
2024
Q4 		$0 Sell
1
-9
-90% -$1.17K ﹤0.01% 2363
2024
Q3 		$1K Sell
10
-12
-55% -$1.46K ﹤0.01% 1954
2024
Q2 		$3K Hold
22
– – ﹤0.01% 1804
2024
Q1 		$3K Sell
22
-38
-63% -$4.16K ﹤0.01% 1807
2023
Q4 		$6K Buy
60
+21
+54% +$2.06K ﹤0.01% 1751
2023
Q3 		$4K Sell
39
-2
-5% -$196 ﹤0.01% 1739
2023
Q2 		$4K Sell
41
-1
-2% -$92 ﹤0.01% 1720
2023
Q1 		$4K Buy
42
+24
+133% +$2.12K ﹤0.01% 1601
2022
Q4 		$2K Buy
+18
New +$1.54K ﹤0.01% 1766

Other funds holding ESGU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Covestor's ESGU Position: Q3 2026 in Review

Covestor reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 33% in Q3 2026, selling an estimated $499 and leaving 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Covestor first reported a position in ESGU in Q4 2022 and has held it in 16 quarters since. The position peaked at $6K in Q4 2023. 529 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Covestor held 6 shares of iShares ESG Aware MSCI USA ETF worth $1K as of Q3 2026.
  • Covestor sold 3 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $499.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2078 holding.
  • Covestor first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 16 quarters since.
  • Covestor's iShares ESG Aware MSCI USA ETF position peaked at $6K in Q4 2023.
  • 529 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.