Howard Financial Services
ESGU icon

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
Q3 		$800K Buy
4,796
+11
+0.2% +$1.83K 0.08% 100
2026
Q2 		$783K Buy
4,785
+8
+0.2% +$1.26K 0.08% 100
2026
Q1 		$676K Buy
4,777
+12
+0.3% +$1.78K 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% +$1.94K 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

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IMPACTfolio
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Mission Wealth Management
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
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Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Howard Financial Services's ESGU Position: Q3 2026 in Review

Howard Financial Services increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.23% in Q3 2026, buying an estimated $1.83K and bringing the position to 4,796 shares worth $800K. The position accounts for 0.08% of the portfolio, ranked #100.

Howard Financial Services first reported a position in ESGU in Q3 2020 and has held it in 25 quarters since. 421 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Howard Financial Services held 4,796 shares of iShares ESG Aware MSCI USA ETF worth $800K as of Q3 2026.
  • Howard Financial Services bought 11 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $1.83K.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of Howard Financial Services's portfolio in Q3 2026, its #100 holding.
  • Howard Financial Services first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 25 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.