D'Orazio & Associates’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

D'Orazio & Associates’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	$217K	Hold	1,298	–	–	0.02%	286
2026 Q2	$212K	Buy	+1,298	New	+$205K	0.02%	287
2025 Q3	–	Sell	-1,798	Closed	-$243K	–	289
2025 Q2	$243K	Hold	1,798	–	–	0.03%	215
2025 Q1	$219K	Buy	1,798 +140	+8%	+$18K	0.03%	219
2024 Q4	$214K	Buy	1,658 +65	+4%	+$8.42K	0.03%	213
2024 Q3	$201K	Buy	+1,593	New	+$193K	0.03%	224

Other funds holding ESGU

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rock Creek Group Washington, District of Columbia $1.04B AUM 6.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

D'Orazio & Associates's ESGU Position: Q3 2026 in Review

D'Orazio & Associates held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 1,298 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #286.

D'Orazio & Associates first reported a position in ESGU in Q3 2024 and has held it in 6 quarters since. The position peaked at $243K in Q2 2025. 614 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

D'Orazio & Associates held 1,298 shares of iShares ESG Aware MSCI USA ETF worth $217K as of Q3 2026.
D'Orazio & Associates left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
iShares ESG Aware MSCI USA ETF made up 0.02% of D'Orazio & Associates's portfolio in Q3 2026, its #286 holding.
D'Orazio & Associates first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and has held it in 6 quarters since.
D'Orazio & Associates's iShares ESG Aware MSCI USA ETF position peaked at $243K in Q2 2025.
614 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on D'Orazio & Associates's 13F filing for Q3 2026, filed 4 Nov 2026.