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Erickson Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Erickson Financial 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
Q1 		$19.3M Buy
136,408
+2,632
+2% +$389K 12.09% 3
2025
Q4 		$19.9M Buy
133,776
+1,584
+1% +$234K 12.24% 3
2025
Q3 		$19.2M Buy
132,192
+2,580
+2% +$361K 12.09% 3
2025
Q2 		$17.5M Sell
129,612
-73
-0.1% -$9.11K 11.85% 3
2025
Q1 		$15.8M Buy
129,685
+131
+0.1% +$16.9K 11.8% 3
2024
Q4 		$16.7M Buy
129,554
+276
+0.2% +$35.8K 11.88% 3
2024
Q3 		$16.3M Sell
129,278
-2,053
-2% -$249K 11.69% 3
2024
Q2 		$15.7M Sell
131,331
-1,047
-0.8% -$120K 11.95% 3
2024
Q1 		$15.2M Buy
132,378
+671
+0.5% +$73.5K 11.93% 3
2023
Q4 		$13.8M Buy
131,707
+2,548
+2% +$250K 11.48% 3
2023
Q3 		$12.1M Buy
129,159
+1,551
+1% +$152K 11.35% 3
2023
Q2 		$12.4M Buy
127,608
+1,340
+1% +$124K 11.28% 3
2023
Q1 		$11.4M Buy
126,268
+1,094
+0.9% +$96.7K 11.33% 3
2022
Q4 		$10.6M Sell
125,174
-37,045
-23% -$3.16M 11.48% 3
2022
Q3 		$12.9M Sell
162,219
-5,840
-3% -$517K 14.32% 3
2022
Q2 		$14.1M Buy
168,059
+3,592
+2% +$328K 15.11% 2
2022
Q1 		$16.7M Buy
164,467
+13,437
+9% +$1.35M 14.99% 3
2021
Q4 		$16.3M Buy
+151,030
New +$15.8M 14.04% 3

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Erickson Financial Group's ESGU Position: Q1 2026 in Review

Erickson Financial Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2% in Q1 2026, buying an estimated $389K and bringing the position to 136,408 shares worth $19.3M. The position accounts for 12.09% of the portfolio, ranked #3.

Erickson Financial Group first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $19.9M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Erickson Financial Group held 136,408 shares of iShares ESG Aware MSCI USA ETF worth $19.3M as of Q1 2026.
  • Erickson Financial Group bought 2,632 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $389K.
  • iShares ESG Aware MSCI USA ETF made up 12.09% of Erickson Financial Group's portfolio in Q1 2026, its #3 holding.
  • Erickson Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • Erickson Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $19.9M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Erickson Financial Group's 13F filing for Q1 2026, filed 8 Apr 2026.