Focus Financial Network
ESGU icon

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

Focus Financial 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 		$2.8M Sell
16,808
-1,721
-9% -$286K 0.08% 178
2026
Q2 		$3.03M Buy
18,529
+323
+2% +$51.1K 0.09% 170
2026
Q1 		$2.57M Sell
18,206
-1,529
-8% -$226K 0.09% 176
2025
Q4 		$2.94M Sell
19,735
-25
-0.1% -$3.7K 0.1% 154
2025
Q3 		$2.88M Sell
19,760
-23
-0.1% -$3.22K 0.1% 155
2025
Q2 		$2.68M Sell
19,783
-1,207
-6% -$151K 0.11% 155
2025
Q1 		$2.56M Sell
20,990
-366
-2% -$47.1K 0.1% 151
2024
Q4 		$2.75M Sell
21,356
-227
-1% -$29.4K 0.11% 140
2024
Q3 		$2.72M Sell
21,583
-627
-3% -$76.1K 0.11% 142
2024
Q2 		$2.71M Sell
22,210
-204
-0.9% -$23.4K 0.12% 132
2024
Q1 		$2.46M Sell
22,414
-20,836
-48% -$2.28M 0.12% 134
2023
Q4 		$4.54M Sell
43,250
-8,590
-17% -$841K 0.17% 120
2023
Q3 		$4.87M Sell
51,840
-16,969
-25% -$1.66M 0.27% 72
2023
Q2 		$6.71M Sell
68,809
-89
-0.1% -$8.22K 0.37% 55
2023
Q1 		$6.23M Sell
68,898
-101,232
-60% -$8.95M 0.39% 55
2022
Q4 		$14.4M Sell
170,130
-11,916
-7% -$1.02M 1.17% 14
2022
Q3 		$14.5M Sell
182,046
-11,662
-6% -$1.03M 1.25% 13
2022
Q2 		$16.3M Buy
193,708
+4,204
+2% +$384K 1.34% 13
2022
Q1 		$19.2M Buy
189,504
+182,915
+2,776% +$18.3M 1.34% 14
2021
Q4 		$711K Sell
6,589
-394
-6% -$41.3K 0.1% 171
2021
Q3 		$688K Buy
6,983
+955
+16% +$96.8K 0.09% 203
2021
Q2 		$594K Sell
6,028
-435
-7% -$41.6K 0.08% 233
2021
Q1 		$587K Sell
6,463
-159,682
-96% -$14.2M 0.07% 231
2020
Q4 		$14.3M Buy
166,145
+18,017
+12% +$1.46M 1.27% 15
2020
Q3 		$11.3M Buy
148,128
+42,051
+40% +$3.17M 1.05% 17
2020
Q2 		$7.42M Buy
+106,077
New +$6.98M 0.83% 28

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

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

Focus Financial Network reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 9.3% in Q3 2026, selling an estimated $286K and leaving 16,808 shares worth $2.8M. The position accounts for 0.08% of the portfolio, ranked #178.

Focus Financial Network first reported a position in ESGU in Q2 2020 and has held it in 26 quarters since. The position peaked at $19.2M in Q1 2022. 244 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Focus Financial Network held 16,808 shares of iShares ESG Aware MSCI USA ETF worth $2.8M as of Q3 2026.
  • Focus Financial Network sold 1,721 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $286K.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of Focus Financial Network's portfolio in Q3 2026, its #178 holding.
  • Focus Financial Network first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 26 quarters since.
  • Focus Financial Network's iShares ESG Aware MSCI USA ETF position peaked at $19.2M in Q1 2022.
  • 244 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.