IA
ESGU icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFG Advisory's ESGU Position: Q1 2026 in Review

IFG Advisory sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 5,879 shares — an estimated $876K sold.

IFG Advisory first reported a position in ESGU in Q2 2020 and held it in 21 quarters. The position peaked at $3.78M in Q1 2023. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • IFG Advisory reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 5,879 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $876K.
  • IFG Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and held it in 21 quarters.
  • IFG Advisory's iShares ESG Aware MSCI USA ETF position peaked at $3.78M in Q1 2023.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.