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

Integrated Advisors Network’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 		$247K Sell
1,478
-2
-0.1% -$333 0.01% 605
2026
Q2 		$242K Sell
1,480
-644
-30% -$102K 0.01% 619
2026
Q1 		$300K Sell
2,124
-21,989
-91% -$3.25M 0.02% 559
2025
Q4 		$3.59M Sell
24,113
-2,844
-11% -$420K 0.16% 146
2025
Q3 		$3.92M Sell
26,957
-3,481
-11% -$488K 0.16% 151
2025
Q2 		$4.12M Sell
30,438
-2,000
-6% -$250K 0.19% 134
2025
Q1 		$3.95M Sell
32,438
-1,487
-4% -$192K 0.2% 120
2024
Q4 		$4.37M Sell
33,925
-500
-1% -$64.8K 0.21% 120
2024
Q3 		$4.34M Sell
34,425
-758
-2% -$92K 0.21% 125
2024
Q2 		$4.2M Buy
35,183
+445
+1% +$51.1K 0.22% 124
2024
Q1 		$3.99M Sell
34,738
-131
-0.4% -$14.4K 0.2% 137
2023
Q4 		$3.66M Sell
34,869
-18
-0.1% -$1.76K 0.21% 140
2023
Q3 		$3.28M Sell
34,887
-1,439
-4% -$141K 0.2% 141
2023
Q2 		$3.54M Sell
36,326
-2,290
-6% -$211K 0.2% 136
2023
Q1 		$3.49M Sell
38,616
-2,218
-5% -$196K 0.21% 126
2022
Q4 		$3.46M Sell
40,834
-7,205
-15% -$615K 0.22% 132
2022
Q3 		$3.82M Sell
48,039
-6,593
-12% -$584K 0.26% 102
2022
Q2 		$4.58M Sell
54,632
-2,221
-4% -$203K 0.3% 94
2022
Q1 		$5.76M Buy
56,853
+10,590
+23% +$1.06M 0.34% 68
2021
Q4 		$4.99M Buy
46,263
+757
+2% +$79.4K 0.29% 79
2021
Q3 		$4.48M Buy
45,506
+40,481
+806% +$4.1M 0.3% 86
2021
Q2 		$495K Buy
5,025
+2,217
+79% +$212K 0.04% 361
2021
Q1 		$255K Buy
2,808
+304
+12% +$27K 0.02% 473
2020
Q4 		$215K Sell
2,504
-114
-4% -$9.26K 0.02% 460
2020
Q3 		$200K Buy
+2,618
New +$197K 0.03% 419

Other funds holding ESGU

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rock Creek Group
Rock Creek Group Washington, District of Columbia $1.04B AUM 6.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Integrated Advisors Network's ESGU Position: Q3 2026 in Review

Integrated Advisors Network reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.14% in Q3 2026, selling an estimated $333 and leaving 1,478 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #605.

Integrated Advisors Network first reported a position in ESGU in Q3 2020 and has held it in 25 quarters since. The position peaked at $5.76M in Q1 2022. 614 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Integrated Advisors Network held 1,478 shares of iShares ESG Aware MSCI USA ETF worth $247K as of Q3 2026.
  • Integrated Advisors Network sold 2 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $333.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Integrated Advisors Network's portfolio in Q3 2026, its #605 holding.
  • Integrated Advisors Network first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 25 quarters since.
  • Integrated Advisors Network's iShares ESG Aware MSCI USA ETF position peaked at $5.76M in Q1 2022.
  • 614 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.