Destiny Wealth Partners
ESGU icon

Destiny Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Destiny Wealth Partners’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 		$881K Buy
5,359
+3,013
+128% +$502K 0.09% 100
2026
Q2 		$384K Sell
2,346
-3,460
-60% -$547K 0.05% 114
2026
Q1 		$821K Sell
5,806
-117
-2% -$17.3K 0.09% 109
2025
Q4 		$895K Hold
5,923
– – 0.1% 95
2025
Q3 		$862K Hold
5,923
– – 0.11% 95
2025
Q2 		$801K Sell
5,923
-112
-2% -$14K 0.11% 95
2025
Q1 		$736K Hold
6,035
– – 0.12% 93
2024
Q4 		$777K Sell
6,035
-100
-2% -$13K 0.13% 93
2024
Q3 		$774K Sell
6,135
-49
-0.8% -$5.95K 0.14% 90
2024
Q2 		$738K Hold
6,184
– – 0.13% 86
2024
Q1 		$711K Sell
6,184
-89
-1% -$9.8K 0.13% 83
2023
Q4 		$646K Hold
6,273
– – 0.12% 84
2023
Q3 		$589K Hold
6,273
– – 0.12% 88
2023
Q2 		$626K Sell
6,273
-611
-9% -$56.4K 0.12% 87
2023
Q1 		$623K Buy
6,884
+199
+3% +$17.6K 0.13% 86
2022
Q4 		$567K Sell
6,685
-1,368
-17% -$117K 0.12% 92
2022
Q3 		$639K Sell
8,053
-329
-4% -$29.1K 0.14% 85
2022
Q2 		$703K Hold
8,382
– – 0.15% 80
2022
Q1 		$850K Sell
8,382
-181
-2% -$18.1K 0.17% 79
2021
Q4 		$924K Hold
8,563
– – 0.18% 82
2021
Q3 		$843K Sell
8,563
-197
-2% -$20K 0.17% 83
2021
Q2 		$863K Sell
8,760
-81
-0.9% -$7.75K 0.17% 94
2021
Q1 		$803K Sell
8,841
-102
-1% -$9.07K 0.17% 81
2020
Q4 		$769K Buy
+8,943
New +$726K 0.16% 82

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Commonwealth Equity Services
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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

Destiny Wealth Partners's ESGU Position: Q3 2026 in Review

Destiny Wealth Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 128% in Q3 2026, buying an estimated $502K and bringing the position to 5,359 shares worth $881K. The position accounts for 0.09% of the portfolio, ranked #100.

Destiny Wealth Partners first reported a position in ESGU in Q4 2020 and has held it in 24 quarters since. The position peaked at $924K in Q4 2021. 529 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Destiny Wealth Partners held 5,359 shares of iShares ESG Aware MSCI USA ETF worth $881K as of Q3 2026.
  • Destiny Wealth Partners bought 3,013 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $502K.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of Destiny Wealth Partners's portfolio in Q3 2026, its #100 holding.
  • Destiny Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 24 quarters since.
  • Destiny Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $924K in Q4 2021.
  • 529 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Destiny Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.