FF
ESGU icon

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

Finley Financial’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 		$468K Hold
2,860
– – 0.19% 49
2026
Q1 		$404K Hold
2,860
– – 0.19% 51
2025
Q4 		$426K Hold
2,860
– – 0.2% 52
2025
Q3 		$416K Hold
2,860
– – 0.19% 53
2025
Q2 		$387K Hold
2,860
– – 0.19% 52
2025
Q1 		$346K Hold
2,860
– – 0.19% 55
2024
Q4 		$373K Buy
+2,860
New +$371K 0.19% 53

Other funds holding ESGU

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Finley Financial's ESGU Position: Q2 2026 in Review

Finley Financial held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,860 shares worth $468K. The position accounts for 0.19% of the portfolio, ranked #49.

Finley Financial first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. 572 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Finley Financial held 2,860 shares of iShares ESG Aware MSCI USA ETF worth $468K as of Q2 2026.
  • Finley Financial left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.19% of Finley Financial's portfolio in Q2 2026, its #49 holding.
  • Finley Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • 572 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.