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Dynamic Advisor Solutions’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Dynamic Advisor Solutions’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 		$1.53M Sell
9,322
-30
-0.3% -$4.74K 0.04% 386
2026
Q1 		$1.32M Sell
9,352
-532
-5% -$78.7K 0.04% 401
2025
Q4 		$1.47M Sell
9,884
-15,452
-61% -$2.28M 0.05% 366
2025
Q3 		$3.69M Sell
25,336
-1,507
-6% -$211K 0.11% 207
2025
Q2 		$3.63M Sell
26,843
-5,017
-16% -$626K 0.11% 205
2025
Q1 		$3.88M Sell
31,860
-18,169
-36% -$2.34M 0.13% 186
2024
Q4 		$6.44M Sell
50,029
-3,398
-6% -$440K 0.28% 83
2024
Q3 		$6.74M Sell
53,427
-2,004
-4% -$243K 0.2% 121
2024
Q2 		$6.61M Sell
55,431
-5,414
-9% -$622K 0.21% 119
2024
Q1 		$6.99M Buy
60,845
+554
+0.9% +$60.7K 0.24% 103
2023
Q4 		$6.21M Sell
60,291
-1,605
-3% -$157K 0.23% 116
2023
Q3 		$5.81M Sell
61,896
-1,419
-2% -$139K 0.27% 100
2023
Q2 		$6.17M Buy
63,315
+10,537
+20% +$973K 0.32% 81
2023
Q1 		$4.77M Buy
52,778
+1,865
+4% +$165K 0.28% 99
2022
Q4 		$4.31M Buy
50,913
+660
+1% +$56.3K 0.29% 89
2022
Q3 		$3.99M Buy
50,253
+8,283
+20% +$734K 0.3% 79
2022
Q2 		$3.52M Buy
41,970
+5,190
+14% +$474K 0.27% 82
2022
Q1 		$3.73M Buy
36,780
+11,428
+45% +$1.14M 0.26% 91
2021
Q4 		$2.74M Sell
25,352
-10,256
-29% -$1.08M 0.2% 123
2021
Q3 		$3.51M Buy
35,608
+8,725
+32% +$884K 0.26% 85
2021
Q2 		$2.65M Buy
26,883
+9,473
+54% +$906K 0.21% 120
2021
Q1 		$1.58M Buy
17,410
+163
+0.9% +$14.5K 0.15% 170
2020
Q4 		$1.48M Buy
17,247
+2,168
+14% +$176K 0.14% 175
2020
Q3 		$1.15M Buy
15,079
+7,957
+112% +$599K 0.13% 185
2020
Q2 		$498K Sell
7,122
-6
-0.1% -$395 0.07% 279
2020
Q1 		$410K Buy
+7,128
New +$485K 0.07% 276

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

Dynamic Advisor Solutions's ESGU Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.32% in Q2 2026, selling an estimated $4.74K and leaving 9,322 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #386.

Dynamic Advisor Solutions first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.99M in Q1 2024. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Dynamic Advisor Solutions held 9,322 shares of iShares ESG Aware MSCI USA ETF worth $1.53M as of Q2 2026.
  • Dynamic Advisor Solutions sold 30 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $4.74K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #386 holding.
  • Dynamic Advisor Solutions first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • Dynamic Advisor Solutions's iShares ESG Aware MSCI USA ETF position peaked at $6.99M in Q1 2024.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.