IFG Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

IFG Advisory’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	$914K	Buy	+5,585	New	+$883K	0.03%	447
2026 Q1	–	Sell	-5,879	Closed	-$876K	–	480
2025 Q4	$876K	Buy	5,879 +18	+0.3%	+$2.66K	0.04%	395
2025 Q3	$853K	Buy	5,861 +194	+3%	+$27.2K	0.04%	386
2025 Q2	$767K	Sell	5,667 -438	-7%	-$54.7K	0.04%	392
2025 Q1	$744K	Sell	6,105 -1,246	-17%	-$160K	0.04%	369
2024 Q4	$947K	Buy	+7,351	New	+$952K	0.05%	304
2024 Q3	–	Sell	-7,272	Closed	-$868K	–	450
2024 Q2	$868K	Buy	+7,272	New	+$835K	0.06%	305
2024 Q1	–	Sell	-15,522	Closed	-$1.63M	–	429
2023 Q4	$1.63M	Buy	15,522 +382	+3%	+$37.4K	0.12%	197
2023 Q3	$1.42M	Sell	15,140 -22,642	-60%	-$2.22M	0.12%	199
2023 Q2	$3.68M	Sell	37,782 -3,970	-10%	-$367K	0.33%	83
2023 Q1	$3.78M	Buy	41,752 +292	+0.7%	+$25.8K	0.35%	71
2022 Q4	$3.51M	Sell	41,460 -1,274	-3%	-$109K	0.35%	67
2022 Q3	$3.39M	Buy	42,734 +5,377	+14%	+$476K	0.31%	71
2022 Q2	$3.13M	Buy	37,357 +4,451	+14%	+$407K	0.33%	62
2022 Q1	$3.33M	Buy	32,906 +1,991	+6%	+$199K	0.34%	67
2021 Q4	$3.33M	Buy	30,915 +6,824	+28%	+$716K	0.33%	70
2021 Q3	$2.37M	Buy	24,091 +26	+0.1%	+$2.63K	0.26%	95
2021 Q2	$2.37M	Buy	24,065 +154	+0.6%	+$14.7K	0.26%	91
2021 Q1	$2.17M	Buy	23,911 +6,263	+35%	+$557K	0.27%	86
2020 Q4	$1.52M	Buy	17,648 +4,844	+38%	+$393K	0.21%	120
2020 Q3	$975K	Buy	12,804 +1,845	+17%	+$139K	0.16%	153
2020 Q2	$767K	Buy	+10,959	New	+$721K	0.14%	178

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IFG Advisory's ESGU Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 5,585 shares worth $914K. The stake represents 0.03% of the portfolio and ranks #447 among its holdings. This is a return to the name: IFG Advisory previously reported a position in ESGU as recently as Q4 2025.

IFG Advisory first reported a position in ESGU in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.78M in Q1 2023. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

IFG Advisory held 5,585 shares of iShares ESG Aware MSCI USA ETF worth $914K as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new IFG Advisory position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #447 holding.
IFG Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 22 quarters since.
IFG Advisory's iShares ESG Aware MSCI USA ETF position peaked at $3.78M in Q1 2023.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.