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

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

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. 149 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.
149 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.