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

Csenge Advisory 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
Q2 		$493K Sell
3,012
-89
-3% -$14.1K 0.02% 469
2026
Q1 		$439K Buy
3,101
+400
+15% +$59.2K 0.02% 465
2025
Q4 		$402K Sell
2,701
-141
-5% -$20.8K 0.02% 490
2025
Q3 		$414K Buy
2,842
+338
+13% +$47.3K 0.02% 467
2025
Q2 		$323K Sell
2,504
-29
-1% -$3.62K 0.02% 535
2025
Q1 		$290K Buy
2,533
+198
+8% +$25.5K 0.02% 543
2024
Q4 		$301K Sell
2,335
-49
-2% -$6.35K 0.02% 554
2024
Q3 		$304K Sell
2,384
-39
-2% -$4.74K 0.02% 554
2024
Q2 		$289K Sell
2,423
-15,579
-87% -$1.79M 0.02% 532
2024
Q1 		$2.07M Sell
18,002
-14,168
-44% -$1.55M 0.12% 141
2023
Q4 		$3.38M Sell
32,170
-1,291
-4% -$126K 0.21% 85
2023
Q3 		$3.14M Sell
33,461
-13,713
-29% -$1.34M 0.21% 86
2023
Q2 		$4.6M Sell
47,174
-5,800
-11% -$536K 0.31% 64
2023
Q1 		$4.79M Sell
52,974
-22,704
-30% -$2.01M 0.35% 57
2022
Q4 		$6.41M Buy
75,678
+2,462
+3% +$210K 0.5% 40
2022
Q3 		$5.81M Buy
73,216
+40,479
+124% +$3.58M 0.48% 44
2022
Q2 		$2.75M Buy
32,737
+3,728
+13% +$341K 0.23% 85
2022
Q1 		$2.94M Buy
29,009
+6,488
+29% +$650K 0.23% 79
2021
Q4 		$2.23M Sell
22,521
-3,743
-14% -$393K 0.2% 94
2021
Q3 		$2.62M Buy
26,264
+3,743
+17% +$379K 0.22% 86
2021
Q2 		$2.23M Buy
22,521
+5,655
+34% +$541K 0.2% 94
2021
Q1 		$1.59M Buy
+16,866
New +$1.5M 0.16% 101

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Csenge Advisory Group's ESGU Position: Q2 2026 in Review

Csenge Advisory Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.9% in Q2 2026, selling an estimated $14.1K and leaving 3,012 shares worth $493K. The position accounts for 0.02% of the portfolio, ranked #469.

Csenge Advisory Group first reported a position in ESGU in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.41M in Q4 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Csenge Advisory Group held 3,012 shares of iShares ESG Aware MSCI USA ETF worth $493K as of Q2 2026.
  • Csenge Advisory Group sold 89 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $14.1K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #469 holding.
  • Csenge Advisory Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
  • Csenge Advisory Group's iShares ESG Aware MSCI USA ETF position peaked at $6.41M in Q4 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.