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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
Q2 		$9.59M 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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Decker Retirement Planning's ESGU Position: Q2 2026 in Review

Decker Retirement Planning increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 15% in Q2 2026, buying an estimated $1.24M and bringing the position to 58,583 shares worth $9.59M. The position accounts for 3.27% of the portfolio, ranked #5.

Decker Retirement Planning first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Decker Retirement Planning held 58,583 shares of iShares ESG Aware MSCI USA ETF worth $9.59M as of Q2 2026.
  • Decker Retirement Planning bought 7,835 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.24M.
  • iShares ESG Aware MSCI USA ETF made up 3.27% of Decker Retirement Planning's portfolio in Q2 2026, its #5 holding.
  • Decker Retirement Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.