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IFP Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

IFP Advisors’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 		$891K Sell
5,444
-105
-2% -$16.6K 0.02% 788
2026
Q1 		$785K Buy
5,549
+179
+3% +$26.5K 0.02% 784
2025
Q4 		$800K Sell
5,370
-41
-0.8% -$6.06K 0.02% 740
2025
Q3 		$788K Sell
5,411
-1,130
-17% -$158K 0.02% 701
2025
Q2 		$885K Buy
6,541
+875
+15% +$109K 0.03% 622
2025
Q1 		$691K Sell
5,666
-7
-0.1% -$901 0.02% 661
2024
Q4 		$731K Buy
5,673
+279
+5% +$36.1K 0.02% 611
2024
Q3 		$681K Sell
5,394
-11
-0.2% -$1.34K 0.02% 583
2024
Q2 		$645K Sell
5,405
-1,906
-26% -$219K 0.03% 576
2024
Q1 		$840K Sell
7,311
-422
-5% -$46.2K 0.04% 455
2023
Q4 		$811K Sell
7,733
-4,423
-36% -$433K 0.04% 439
2023
Q3 		$1.14M Sell
12,156
-2,995
-20% -$293K 0.05% 361
2023
Q2 		$1.48M Sell
15,151
-695
-4% -$64.2K 0.06% 325
2023
Q1 		$949K Sell
15,846
-70,787
-82% -$6.26M 0.04% 406
2022
Q4 		$5.21M Sell
86,633
-40,882
-32% -$3.49M 0.14% 139
2022
Q3 		$7.7M Buy
127,515
+19
+0% +$1.68K 0.2% 100
2022
Q2 		$7.64M Hold
127,496
– – 0.24% 92
2022
Q1 		$7.64M Buy
127,496
+83,641
+191% +$8.38M 0.24% 92
2021
Q4 		$4.73M Buy
43,855
+4,252
+11% +$446K 0.09% 126
2021
Q3 		$3.9M Buy
39,603
+11,943
+43% +$1.21M 0.08% 157
2021
Q2 		$2.73M Buy
27,660
+2,211
+9% +$211K 0.06% 197
2021
Q1 		$2.32M Sell
25,449
-17,707
-41% -$1.57M 0.05% 200
2020
Q4 		$3.72M Buy
43,156
+15,749
+57% +$1.28M 0.15% 109
2020
Q3 		$2.09M Buy
27,407
+7,154
+35% +$539K 0.12% 165
2020
Q2 		$1.39M Buy
20,253
+19,326
+2,085% +$1.27M 0.11% 196
2020
Q1 		$55K Buy
927
+915
+7,625% +$62.3K 0.01% 1073
2019
Q4 		$1K Sell
12
-292
-96% -$19.9K ﹤0.01% 2651
2019
Q3 		$20K Buy
+304
New +$19.8K ﹤0.01% 1755
2018
Q4 		– Sell
-233
Closed -$13.8K – 3624
2018
Q3 		$15K Hold
233
– – ﹤0.01% 2615
2018
Q2 		$14K Buy
+233
New +$13.8K ﹤0.01% 2685

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

IFP Advisors's ESGU Position: Q2 2026 in Review

IFP Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.9% in Q2 2026, selling an estimated $16.6K and leaving 5,444 shares worth $891K. The position accounts for 0.02% of the portfolio, ranked #788.

IFP Advisors first reported a position in ESGU in Q2 2018 and has held it in 30 quarters since. The position peaked at $7.7M in Q3 2022. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • IFP Advisors held 5,444 shares of iShares ESG Aware MSCI USA ETF worth $891K as of Q2 2026.
  • IFP Advisors sold 105 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $16.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #788 holding.
  • IFP Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2018 and has held it in 30 quarters since.
  • IFP Advisors's iShares ESG Aware MSCI USA ETF position peaked at $7.7M in Q3 2022.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.