Decker Retirement Planning’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Decker Retirement Planning’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	$29.4K	Sell	176 -58,407	-100%	-$9.7M	0.01%	124
2026 Q2	$9.6M	Buy	58,583 +7,835	+15%	+$1.24M	3.27%	5
2026 Q1	$7.18M	Buy	50,748 +5,681	+13%	+$840K	3.25%	8
2025 Q4	$6.71M	Buy	45,067 +2,028	+5%	+$300K	3.34%	6
2025 Q3	$6.27M	Sell	43,039 -3,259	-7%	-$456K	3.45%	5
2025 Q2	$6.26M	Buy	46,298 +46,153	+31,830%	+$5.76M	3.63%	6
2025 Q1	$17.7K	Hold	145	–	–	0.01%	96
2024 Q4	$18.7K	Buy	+145	New	+$18.8K	0.01%	191

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

IMPACTfolio Denver, Colorado $274M AUM 11.63% 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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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

Decker Retirement Planning's ESGU Position: Q3 2026 in Review

Decker Retirement Planning reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 100% in Q3 2026, selling an estimated $9.7M and leaving 176 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #124.

Decker Retirement Planning first reported a position in ESGU in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.6M in Q2 2026. 346 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Decker Retirement Planning held 176 shares of iShares ESG Aware MSCI USA ETF worth $29.4K as of Q3 2026.
Decker Retirement Planning sold 58,407 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $9.7M.
iShares ESG Aware MSCI USA ETF made up 0.01% of Decker Retirement Planning's portfolio in Q3 2026, its #124 holding.
Decker Retirement Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 8 quarters since.
Decker Retirement Planning's iShares ESG Aware MSCI USA ETF position peaked at $9.6M in Q2 2026.
346 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.