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Howard Financial Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Howard Financial Services’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 		$783K Buy
4,785
+8
+0.2% +$1.26K 0.08% 106
2026
Q1 		$676K Buy
4,777
+12
+0.3% +$1.77K 0.08% 108
2025
Q4 		$710K Buy
4,765
+9
+0.2% +$1.33K 0.08% 92
2025
Q3 		$692K Buy
4,756
+11
+0.2% +$1.54K 0.08% 88
2025
Q2 		$642K Buy
4,745
+15
+0.3% +$1.87K 0.08% 83
2025
Q1 		$577K Buy
4,730
+12
+0.3% +$1.54K 0.08% 94
2024
Q4 		$608K Buy
4,718
+8
+0.2% +$1.04K 0.08% 93
2024
Q3 		$594K Buy
4,710
+206
+5% +$25K 0.09% 82
2024
Q2 		$537K Buy
4,504
+118
+3% +$13.6K 0.09% 80
2024
Q1 		$504K Buy
4,386
+22
+0.5% +$2.41K 0.09% 85
2023
Q4 		$458K Buy
4,364
+64
+1% +$6.27K 0.09% 88
2023
Q3 		$404K Hold
4,300
– – 0.09% 89
2023
Q2 		$419K Buy
4,300
+14
+0.3% +$1.29K 0.1% 87
2023
Q1 		$388K Buy
4,286
+22
+0.5% +$1.95K 0.09% 93
2022
Q4 		$361K Buy
4,264
+20
+0.5% +$1.71K 0.09% 93
2022
Q3 		$337K Hold
4,244
– – 0.11% 87
2022
Q2 		$356K Buy
4,244
+2
+0% +$183 0.12% 78
2022
Q1 		$430K Buy
4,242
+23
+0.5% +$2.3K 0.13% 70
2021
Q4 		$455K Buy
4,219
+15
+0.4% +$1.57K 0.14% 65
2021
Q3 		$414K Hold
4,204
– – 0.16% 66
2021
Q2 		$414K Buy
4,204
+12
+0.3% +$1.15K 0.16% 71
2021
Q1 		$381K Buy
4,192
+2
+0% +$178 0.17% 68
2020
Q4 		$360K Buy
4,190
+15
+0.4% +$1.22K 0.19% 61
2020
Q3 		$318K Buy
+4,175
New +$314K 0.21% 61

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

Howard Financial Services's ESGU Position: Q2 2026 in Review

Howard Financial Services increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.17% in Q2 2026, buying an estimated $1.26K and bringing the position to 4,785 shares worth $783K. The position accounts for 0.08% of the portfolio, ranked #106.

Howard Financial Services first reported a position in ESGU in Q3 2020 and has held it in 24 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Howard Financial Services held 4,785 shares of iShares ESG Aware MSCI USA ETF worth $783K as of Q2 2026.
  • Howard Financial Services bought 8 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.26K.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of Howard Financial Services's portfolio in Q2 2026, its #106 holding.
  • Howard Financial Services first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 24 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.