Empower Advisory Group
ESGU icon

Empower Advisory Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Empower Advisory Group’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 		$84.4M Sell
506,112
-4,071
-0.8% -$678K 0.2% 99
2026
Q2 		$83.5M Buy
510,183
+6,535
+1% +$1.03M 0.2% 97
2026
Q1 		$71.2M Sell
503,648
-258,260
-34% -$38.2M 0.18% 110
2025
Q4 		$114M Buy
761,908
+79,522
+12% +$11.8M 0.31% 61
2025
Q3 		$99.4M Sell
682,386
-11,763
-2% -$1.65M 0.28% 70
2025
Q2 		$93.9M Buy
694,149
+1,266
+0.2% +$158K 0.28% 70
2025
Q1 		$84.5M Sell
692,883
-55,589
-7% -$7.16M 0.28% 72
2024
Q4 		$96.4M Sell
748,472
-7,262
-1% -$941K 0.32% 62
2024
Q3 		$95.4M Sell
755,734
-12,831
-2% -$1.56M 0.32% 66
2024
Q2 		$91.7M Sell
768,565
-24,208
-3% -$2.78M 0.34% 62
2024
Q1 		$91.1M Sell
792,773
-33,189
-4% -$3.64M 0.34% 67
2023
Q4 		$86.7M Sell
825,962
-10,040
-1% -$983K 0.34% 68
2023
Q3 		$78.5M Sell
836,002
-41,055
-5% -$4.02M 0.35% 60
2023
Q2 		$85.5M Buy
877,057
+12,969
+2% +$1.2M 0.37% 62
2023
Q1 		$78.3M Buy
+864,088
New +$76.4M 0.35% 65

Other funds holding ESGU

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Empower Advisory Group's ESGU Position: Q3 2026 in Review

Empower Advisory Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.8% in Q3 2026, selling an estimated $678K and leaving 506,112 shares worth $84.4M. The position accounts for 0.2% of the portfolio, ranked #99.

Empower Advisory Group first reported a position in ESGU in Q1 2023 and has held it in 15 quarters since. The position peaked at $114M in Q4 2025. 796 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Empower Advisory Group held 506,112 shares of iShares ESG Aware MSCI USA ETF worth $84.4M as of Q3 2026.
  • Empower Advisory Group sold 4,071 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $678K.
  • iShares ESG Aware MSCI USA ETF made up 0.2% of Empower Advisory Group's portfolio in Q3 2026, its #99 holding.
  • Empower Advisory Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 15 quarters since.
  • Empower Advisory Group's iShares ESG Aware MSCI USA ETF position peaked at $114M in Q4 2025.
  • 796 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Empower Advisory Group's 13F filing for Q3 2026, filed 13 Nov 2026.