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Essex Financial Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Essex Financial Services’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 		$455K Buy
2,783
+1
+0% +$158 0.02% 505
2026
Q1 		$393K Buy
2,782
+1
+0% +$148 0.02% 529
2025
Q4 		$414K Buy
2,781
+80
+3% +$11.8K 0.02% 493
2025
Q3 		$393K Buy
2,701
+94
+4% +$13.2K 0.02% 497
2025
Q2 		$353K Buy
2,607
+1
+0% +$125 0.02% 499
2025
Q1 		$318K Buy
2,606
+1
+0% +$129 0.02% 482
2024
Q4 		$336K Buy
2,605
+221
+9% +$28.6K 0.02% 461
2024
Q3 		$305K Buy
2,384
+2
+0.1% +$243 0.02% 496
2024
Q2 		$278K Buy
2,382
+1
+0% +$115 0.02% 507
2024
Q1 		$274K Sell
2,381
-683
-22% -$74.8K 0.03% 441
2023
Q4 		$321K Buy
3,064
+3
+0.1% +$294 0.03% 384
2023
Q3 		$287K Hold
3,061
– – 0.03% 379
2023
Q2 		$298K Sell
3,061
-432
-12% -$39.9K 0.03% 371
2023
Q1 		$316K Buy
3,493
+36
+1% +$3.18K 0.03% 369
2022
Q4 		$292K Buy
+3,457
New +$295K 0.03% 370

Other funds holding ESGU

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $518M AUM
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Essex Financial Services's ESGU Position: Q2 2026 in Review

Essex Financial Services increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.04% in Q2 2026, buying an estimated $158 and bringing the position to 2,783 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #505.

Essex Financial Services first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. 693 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Essex Financial Services held 2,783 shares of iShares ESG Aware MSCI USA ETF worth $455K as of Q2 2026.
  • Essex Financial Services bought 1 iShares ESG Aware MSCI USA ETF share in Q2 2026, an estimated $158.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #505 holding.
  • Essex Financial Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • 693 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.