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Greenfield Savings Bank’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Greenfield Savings Bank’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 		$287K Buy
1,720
+320
+23% +$53.3K 0.11% 130
2026
Q2 		$229K Buy
+1,400
New +$221K 0.09% 139

Other funds holding ESGU

AC
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

Greenfield Savings Bank's ESGU Position: Q3 2026 in Review

Greenfield Savings Bank increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 23% in Q3 2026, buying an estimated $53.3K and bringing the position to 1,720 shares worth $287K. The position accounts for 0.11% of the portfolio, ranked #130.

Greenfield Savings Bank first reported a position in ESGU in Q2 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Greenfield Savings Bank held 1,720 shares of iShares ESG Aware MSCI USA ETF worth $287K as of Q3 2026.
  • Greenfield Savings Bank bought 320 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $53.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.11% of Greenfield Savings Bank's portfolio in Q3 2026, its #130 holding.
  • Greenfield Savings Bank first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Greenfield Savings Bank's 13F filing for Q3 2026, filed 7 Oct 2026.