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

Diversified Enterprises’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	$487K	Sell	2,922 -1,022	-26%	-$170K	0.02%	278
2026 Q2	$646K	Buy	3,944 +398	+11%	+$62.9K	0.03%	212
2026 Q1	$501K	Sell	3,546 -685	-16%	-$101K	0.03%	239
2025 Q4	$630K	Sell	4,231 -14	-0.3%	-$2.07K	0.04%	181
2025 Q3	$618K	Sell	4,245 -51	-1%	-$7.14K	0.04%	137
2025 Q2	$581K	Sell	4,296 -1,062	-20%	-$133K	0.04%	146
2025 Q1	$653K	Sell	5,358 -2	-0%	-$258	0.06%	128
2024 Q4	$690K	Sell	5,360 -1,895	-26%	-$245K	0.07%	104
2024 Q3	$915K	Buy	+7,255	New	+$881K	0.1%	78

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

Diversified Enterprises's ESGU Position: Q3 2026 in Review

Diversified Enterprises reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 26% in Q3 2026, selling an estimated $170K and leaving 2,922 shares worth $487K. The position accounts for 0.02% of the portfolio, ranked #278.

Diversified Enterprises first reported a position in ESGU in Q3 2024 and has held it in 9 quarters since. The position peaked at $915K in Q3 2024. 378 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Diversified Enterprises held 2,922 shares of iShares ESG Aware MSCI USA ETF worth $487K as of Q3 2026.
Diversified Enterprises sold 1,022 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $170K.
iShares ESG Aware MSCI USA ETF made up 0.02% of Diversified Enterprises's portfolio in Q3 2026, its #278 holding.
Diversified Enterprises first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's iShares ESG Aware MSCI USA ETF position peaked at $915K in Q3 2024.
378 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.