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Financial Life Planners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Financial Life Planners’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 		$1.17K Hold
7
– – ﹤0.01% 297
2026
Q1 		$1.01K Buy
+7
New +$1.04K ﹤0.01% 321
2025
Q4 		– Sell
-6
Closed -$887 – 143
2025
Q3 		$887 Buy
+6
New +$840 ﹤0.01% 315
2025
Q1 		– Sell
-6
Closed -$778 – 181
2024
Q4 		$778 Buy
+6
New +$777 ﹤0.01% 353

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

Financial Life Planners's ESGU Position: Q2 2026 in Review

Financial Life Planners held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 7 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Financial Life Planners first reported a position in ESGU in Q4 2024 and has held it in 4 quarters since. 411 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Financial Life Planners held 7 shares of iShares ESG Aware MSCI USA ETF worth $1.17K as of Q2 2026.
  • Financial Life Planners left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #297 holding.
  • Financial Life Planners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 4 quarters since.
  • 411 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.