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Holistic Planning’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Holistic Planning’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
Q1 		$258K Buy
1,822
+148
+9% +$21.9K 0.05% 257
2025
Q4 		$249K Buy
+1,674
New +$248K 0.05% 244

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Holistic Planning's ESGU Position: Q1 2026 in Review

Holistic Planning increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 8.8% in Q1 2026, buying an estimated $21.9K and bringing the position to 1,822 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #257.

Holistic Planning first reported a position in ESGU in Q4 2025 and has held it in 2 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Holistic Planning held 1,822 shares of iShares ESG Aware MSCI USA ETF worth $258K as of Q1 2026.
  • Holistic Planning bought 148 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $21.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of Holistic Planning's portfolio in Q1 2026, its #257 holding.
  • Holistic Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 2 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.