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Independent Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Independent Financial Group’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 		$915K Sell
5,590
-453
-7% -$71.6K 0.02% 727
2026
Q1 		$855K Buy
6,043
+423
+8% +$62.6K 0.02% 683
2025
Q4 		$837K Buy
5,620
+25
+0.4% +$3.7K 0.02% 688
2025
Q3 		$815K Buy
5,595
+30
+0.5% +$4.2K 0.02% 675
2025
Q2 		$753K Buy
5,565
+80
+1% +$9.99K 0.02% 636
2025
Q1 		$669K Sell
5,485
-621
-10% -$80K 0.02% 604
2024
Q4 		$786K Sell
6,106
-782
-11% -$101K 0.03% 547
2024
Q3 		$869K Sell
6,888
-1,593
-19% -$193K 0.03% 483
2024
Q2 		$1.01M Buy
8,481
+119
+1% +$13.7K 0.04% 405
2024
Q1 		$961K Sell
8,362
-15,547
-65% -$1.7M 0.04% 385
2023
Q4 		$2.51M Buy
23,909
+3,231
+16% +$316K 0.13% 169
2023
Q3 		$1.94M Buy
20,678
+3,862
+23% +$378K 0.13% 189
2023
Q2 		$1.64M Buy
16,816
+7,274
+76% +$672K 0.11% 200
2023
Q1 		$863K Buy
9,542
+2,941
+45% +$260K 0.07% 315
2022
Q4 		$559K Buy
6,601
+834
+14% +$71.1K 0.05% 386
2022
Q3 		$458K Buy
5,767
+1,652
+40% +$146K 0.04% 416
2022
Q2 		$345K Sell
4,115
-6,273
-60% -$573K 0.04% 459
2022
Q1 		$1.05M Buy
10,388
+56
+0.5% +$5.61K 0.09% 239
2021
Q4 		$1.11M Buy
10,332
+57
+0.6% +$5.98K 0.09% 224
2021
Q3 		$1.01M Sell
10,275
-1,130
-10% -$115K 0.1% 210
2021
Q2 		$1.12M Buy
11,405
+379
+3% +$36.3K 0.12% 188
2021
Q1 		$1M Buy
11,026
+954
+9% +$84.8K 0.13% 185
2020
Q4 		$867K Buy
10,072
+916
+10% +$74.4K 0.13% 184
2020
Q3 		$698K Sell
9,156
-1,698
-16% -$128K 0.13% 177
2020
Q2 		$760K Buy
10,854
+4,563
+73% +$300K 0.17% 157
2020
Q1 		$362K Buy
+6,291
New +$428K 0.11% 222

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

Independent Financial Group's ESGU Position: Q2 2026 in Review

Independent Financial Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 7.5% in Q2 2026, selling an estimated $71.6K and leaving 5,590 shares worth $915K. The position accounts for 0.02% of the portfolio, ranked #727.

Independent Financial Group first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.51M in Q4 2023. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Independent Financial Group held 5,590 shares of iShares ESG Aware MSCI USA ETF worth $915K as of Q2 2026.
  • Independent Financial Group sold 453 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $71.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #727 holding.
  • Independent Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $2.51M in Q4 2023.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.