IMPACTfolio
ESGU icon

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

IMPACTfolio’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 		$44M Buy
263,766
+3,918
+2% +$652K 16.04% 3
2026
Q2 		$42.5M Sell
259,848
-1,605
-0.6% -$254K 16.02% 3
2026
Q1 		$37M Sell
261,453
-27,752
-10% -$4.11M 15.71% 3
2025
Q4 		$43.1M Sell
289,205
-2,344
-0.8% -$347K 18.09% 2
2025
Q3 		$42.4M Buy
291,549
+13,136
+5% +$1.84M 18.31% 2
2025
Q2 		$37.7M Buy
278,413
+4,490
+2% +$561K 17.86% 2
2025
Q1 		$33.4M Sell
273,923
-720
-0.3% -$92.7K 17.55% 2
2024
Q4 		$35.4M Sell
274,643
-2,518
-0.9% -$326K 18.36% 2
2024
Q3 		$35M Buy
277,161
+7,385
+3% +$897K 18.05% 2
2024
Q2 		$32.2M Buy
269,776
+7,794
+3% +$895K 18.03% 2
2024
Q1 		$30.1M Buy
261,982
+63,140
+32% +$6.92M 18.2% 2
2023
Q4 		$20.9M Buy
198,842
+7,544
+4% +$739K 13.57% 2
2023
Q3 		$18M Buy
191,298
+5,781
+3% +$566K 12.96% 2
2023
Q2 		$18.1M Buy
185,517
+4,592
+3% +$424K 14.36% 2
2023
Q1 		$16.4M Buy
180,925
+9,060
+5% +$801K 13.7% 2
2022
Q4 		$14.6M Buy
171,865
+3,613
+2% +$308K 13.5% 2
2022
Q3 		$13.4M Buy
168,252
+1,820
+1% +$161K 13.04% 2
2022
Q2 		$14M Buy
166,432
+7,354
+5% +$672K 13.16% 3
2022
Q1 		$16.1M Buy
159,078
+39,556
+33% +$3.96M 12% 2
2021
Q4 		$12.9M Buy
+119,522
New +$12.5M 11.3% 3

Other funds holding ESGU

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
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
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

IMPACTfolio's ESGU Position: Q3 2026 in Review

IMPACTfolio increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.5% in Q3 2026, buying an estimated $652K and bringing the position to 263,766 shares worth $44M. The position accounts for 16.04% of the portfolio, ranked #3.

IMPACTfolio first reported a position in ESGU in Q4 2021 and has held it in 20 quarters since. 378 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • IMPACTfolio held 263,766 shares of iShares ESG Aware MSCI USA ETF worth $44M as of Q3 2026.
  • IMPACTfolio bought 3,918 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $652K.
  • iShares ESG Aware MSCI USA ETF made up 16.04% of IMPACTfolio's portfolio in Q3 2026, its #3 holding.
  • IMPACTfolio first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 20 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on IMPACTfolio's 13F filing for Q3 2026, filed 28 Oct 2026.