First Heartland Consultants’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

First Heartland Consultants’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	$1.02M	Buy	+6,107	New	+$1.02M	0.07%	211
2023 Q3	–	Sell	-5,162	Closed	-$503K	–	383
2023 Q2	$503K	Buy	5,162 +887	+21%	+$81.9K	0.07%	210
2023 Q1	$387K	Sell	4,275 -10,884	-72%	-$962K	0.06%	243
2022 Q4	$1.28M	Sell	15,159 -1,603	-10%	-$137K	0.21%	110
2022 Q3	$1.33M	Sell	16,762 -1,625	-9%	-$144K	0.11%	103
2022 Q2	$1.54M	Buy	+18,387	New	+$1.68M	0.24%	92
2022 Q1	–	Sell	-16,849	Closed	-$1.82M	–	364
2021 Q4	$1.82M	Buy	16,849 +58	+0.3%	+$6.09K	0.07%	77
2021 Q3	$1.65M	Buy	16,791 +3,077	+22%	+$312K	0.25%	92
2021 Q2	$1.35M	Buy	13,714 +1,715	+14%	+$164K	0.2%	115
2021 Q1	$1.09M	Buy	11,999 +282	+2%	+$25.1K	0.17%	120
2020 Q4	$1.01M	Buy	11,717 +3,912	+50%	+$318K	0.17%	102
2020 Q3	$595K	Sell	7,805 -435	-5%	-$32.8K	0.11%	135
2020 Q2	$577K	Buy	8,240 +3,494	+74%	+$230K	0.11%	140
2020 Q1	$273K	Buy	+4,746	New	+$323K	0.07%	200

Other funds holding ESGU

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

First Heartland Consultants's ESGU Position: Q3 2026 in Review

First Heartland Consultants opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2026: 6,107 shares worth $1.02M. The stake represents 0.07% of the portfolio and ranks #211 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in ESGU as recently as Q2 2023.

First Heartland Consultants first reported a position in ESGU in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.82M in Q4 2021. 40 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

First Heartland Consultants held 6,107 shares of iShares ESG Aware MSCI USA ETF worth $1.02M as of Q3 2026.
iShares ESG Aware MSCI USA ETF was a new First Heartland Consultants position in Q3 2026.
iShares ESG Aware MSCI USA ETF made up 0.07% of First Heartland Consultants's portfolio in Q3 2026, its #211 holding.
First Heartland Consultants first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 14 quarters since.
First Heartland Consultants's iShares ESG Aware MSCI USA ETF position peaked at $1.82M in Q4 2021.
40 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.