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ERn Financial LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

ERn Financial LLC’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 		$1.13M Buy
6,910
+78
+1% +$12.3K 0.19% 77
2026
Q1 		$966K Sell
6,832
-151
-2% -$22.3K 0.18% 77
2025
Q4 		$1.04M Sell
6,983
-119
-2% -$17.6K 0.2% 78
2025
Q3 		$1.03M Sell
7,102
-182
-2% -$25.5K 0.2% 75
2025
Q2 		$986K Buy
7,284
+50
+0.7% +$6.24K 0.21% 77
2025
Q1 		$882K Sell
7,234
-139
-2% -$17.9K 0.14% 104
2024
Q4 		$950K Buy
7,373
+348
+5% +$45.1K 0.14% 104
2024
Q3 		$886K Sell
7,025
-370
-5% -$44.9K 0.13% 105
2024
Q2 		$882K Buy
7,395
+451
+6% +$51.8K 0.15% 103
2024
Q1 		$798K Buy
6,944
+156
+2% +$17.1K 0.14% 105
2023
Q4 		$713K Buy
6,788
+164
+2% +$16.1K 0.13% 103
2023
Q3 		$622K Buy
6,624
+7
+0.1% +$686 0.14% 107
2023
Q2 		$645K Sell
6,617
-46
-0.7% -$4.25K 0.14% 108
2023
Q1 		$603K Buy
6,663
+2
+0% +$177 0.13% 109
2022
Q4 		$565K Buy
6,661
+601
+10% +$51.3K 0.13% 110
2022
Q3 		$481K Sell
6,060
-152
-2% -$13.5K 0.12% 106
2022
Q2 		$521K Sell
6,212
-550
-8% -$50.2K 0.13% 106
2022
Q1 		$685K Buy
6,762
+1,325
+24% +$133K 0.15% 87
2021
Q4 		$587K Buy
5,437
+1,234
+29% +$129K 0.13% 91
2021
Q3 		$414K Buy
4,203
+41
+1% +$4.15K 0.11% 95
2021
Q2 		$410K Sell
4,162
-5
-0.1% -$478 0.15% 70
2021
Q1 		$379K Buy
4,167
+224
+6% +$19.9K 0.15% 67
2020
Q4 		$339K Buy
3,943
+368
+10% +$29.9K 0.14% 66
2020
Q3 		$272K Buy
3,575
+466
+15% +$35.1K 0.13% 66
2020
Q2 		$218K Sell
3,109
-623
-17% -$41K 0.11% 70
2020
Q1 		$215K Buy
+3,732
New +$254K 0.14% 59

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

ERn Financial LLC's ESGU Position: Q2 2026 in Review

ERn Financial LLC increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.1% in Q2 2026, buying an estimated $12.3K and bringing the position to 6,910 shares worth $1.13M. The position accounts for 0.19% of the portfolio, ranked #77.

ERn Financial LLC first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. 412 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • ERn Financial LLC held 6,910 shares of iShares ESG Aware MSCI USA ETF worth $1.13M as of Q2 2026.
  • ERn Financial LLC bought 78 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $12.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.19% of ERn Financial LLC's portfolio in Q2 2026, its #77 holding.
  • ERn Financial LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • 412 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.