HF Advisory Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

HF Advisory Group’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	$3.35M	Buy	20,485 +430	+2%	+$68K	1.04%	35
2026 Q1	$2.84M	Sell	20,055 -306	-2%	-$45.3K	0.97%	37
2025 Q4	$3.03M	Buy	20,361 +338	+2%	+$50K	1.06%	30
2025 Q3	$2.92M	Buy	20,023 +379	+2%	+$53.1K	1.07%	28
2025 Q2	$2.66M	Sell	19,644 -92	-0.5%	-$11.5K	1.05%	30
2025 Q1	$2.41M	Sell	19,736 -133	-0.7%	-$17.1K	1.05%	31
2024 Q4	$2.56M	Buy	19,869 +911	+5%	+$118K	1.18%	22
2024 Q3	$2.39M	Buy	18,958 +7	+0%	+$850	1.11%	26
2024 Q2	$2.26M	Buy	18,951 +1,608	+9%	+$185K	1.17%	20
2024 Q1	$1.99M	Buy	17,343 +2,188	+14%	+$240K	1.12%	24
2023 Q4	$1.59M	Buy	15,155 +770	+5%	+$75.4K	1.02%	31
2023 Q3	$1.35M	Sell	14,385 -907	-6%	-$88.8K	1%	32
2023 Q2	$1.49M	Buy	15,292 +175	+1%	+$16.2K	1.18%	21
2023 Q1	$1.37M	Buy	15,117 +485	+3%	+$42.9K	1.21%	19
2022 Q4	$1.24M	Buy	+14,632	New	+$1.25M	1.25%	19

Other funds holding ESGU

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

HF Advisory Group's ESGU Position: Q2 2026 in Review

HF Advisory Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.1% in Q2 2026, buying an estimated $68K and bringing the position to 20,485 shares worth $3.35M. The position accounts for 1.04% of the portfolio, ranked #35.

HF Advisory Group first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

HF Advisory Group held 20,485 shares of iShares ESG Aware MSCI USA ETF worth $3.35M as of Q2 2026.
HF Advisory Group bought 430 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $68K.
iShares ESG Aware MSCI USA ETF made up 1.04% of HF Advisory Group's portfolio in Q2 2026, its #35 holding.
HF Advisory Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.