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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
Q3 		$1.13M Sell
6,754
-156
-2% -$26K 0.18% 76
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

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

ERn Financial LLC's ESGU Position: Q3 2026 in Review

ERn Financial LLC reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.3% in Q3 2026, selling an estimated $26K and leaving 6,754 shares worth $1.13M. The position accounts for 0.18% of the portfolio, ranked #76.

ERn Financial LLC first reported a position in ESGU in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.13M in Q2 2026. 796 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • ERn Financial LLC held 6,754 shares of iShares ESG Aware MSCI USA ETF worth $1.13M as of Q3 2026.
  • ERn Financial LLC sold 156 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $26K.
  • iShares ESG Aware MSCI USA ETF made up 0.18% of ERn Financial LLC's portfolio in Q3 2026, its #76 holding.
  • ERn Financial LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 27 quarters since.
  • ERn Financial LLC's iShares ESG Aware MSCI USA ETF position peaked at $1.13M in Q2 2026.
  • 796 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on ERn Financial LLC's 13F filing for Q3 2026, filed 28 Oct 2026.