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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
Q2 		$251K Sell
1,532
-290
-16% -$45.9K 0.04% 302
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Holistic Planning's ESGU Position: Q2 2026 in Review

Holistic Planning reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 16% in Q2 2026, selling an estimated $45.9K and leaving 1,532 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #302.

Holistic Planning first reported a position in ESGU in Q4 2025 and has held it in 3 quarters since. The position peaked at $258K in Q1 2026. 865 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Holistic Planning held 1,532 shares of iShares ESG Aware MSCI USA ETF worth $251K as of Q2 2026.
  • Holistic Planning sold 290 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $45.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #302 holding.
  • Holistic Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • Holistic Planning's iShares ESG Aware MSCI USA ETF position peaked at $258K in Q1 2026.
  • 865 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.