Financial Management Network
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Financial Management Network’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Financial Management Network’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 		$478K Buy
2,836
+7
+0.2% +$1.16K 0.07% 133
2026
Q2 		$461K Buy
2,829
+5
+0.2% +$791 0.07% 140
2026
Q1 		$417K Sell
2,824
-168
-6% -$24.9K 0.06% 137
2025
Q4 		$446K Buy
2,992
+10
+0.3% +$1.48K 0.07% 123
2025
Q3 		$438K Buy
2,982
+7
+0.2% +$980 0.07% 126
2025
Q2 		$406K Buy
2,975
+302
+11% +$37.7K 0.07% 127
2025
Q1 		$294K Buy
2,673
+162
+6% +$20.9K 0.07% 130
2024
Q4 		$327K Buy
2,511
+8
+0.3% +$1.04K 0.07% 129
2024
Q3 		$315K Buy
2,503
+9
+0.4% +$1.09K 0.07% 137
2024
Q2 		$303K Buy
2,494
+6
+0.2% +$689 0.07% 123
2024
Q1 		$281K Buy
2,488
+9
+0.4% +$986 0.07% 133
2023
Q4 		$255K Buy
2,479
+7
+0.3% +$686 0.07% 123
2023
Q3 		$230K Buy
2,472
+11
+0.4% +$1.08K 0.08% 133
2023
Q2 		$240K Buy
2,461
+8
+0.3% +$739 0.08% 130
2023
Q1 		$221K Sell
2,453
-313
-11% -$27.7K 0.09% 118
2022
Q4 		$235K Buy
+2,766
New +$236K 0.1% 124
2022
Q2 		– Sell
-2,171
Closed -$223K – 124
2022
Q1 		$223K Buy
2,171
+4
+0.2% +$401 0.11% 108
2021
Q4 		$235K Buy
2,167
+3
+0.1% +$315 0.11% 120
2021
Q3 		$213K Buy
+2,164
New +$219K 0.11% 120

Other funds holding ESGU

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Financial Management Network's ESGU Position: Q3 2026 in Review

Financial Management Network increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.25% in Q3 2026, buying an estimated $1.16K and bringing the position to 2,836 shares worth $478K. The position accounts for 0.07% of the portfolio, ranked #133.

Financial Management Network first reported a position in ESGU in Q3 2021 and has held it in 19 quarters since. 260 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Financial Management Network held 2,836 shares of iShares ESG Aware MSCI USA ETF worth $478K as of Q3 2026.
  • Financial Management Network bought 7 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $1.16K.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of Financial Management Network's portfolio in Q3 2026, its #133 holding.
  • Financial Management Network first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 19 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.