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Investors Research Corp’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Investors Research Corp’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 		$271K Buy
1,623
+58
+4% +$9.65K 0.05% 237
2026
Q2 		$256K Buy
1,565
+54
+4% +$8.54K 0.05% 242
2026
Q1 		$214K Buy
1,511
+93
+7% +$13.8K 0.04% 259
2025
Q4 		$211K Buy
1,418
+75
+6% +$11.1K 0.04% 285
2025
Q3 		$196K Buy
1,343
+62
+5% +$8.68K 0.04% 300
2025
Q2 		$173K Buy
1,281
+144
+13% +$18K 0.03% 317
2025
Q1 		$139K Buy
1,137
+150
+15% +$19.3K 0.03% 339
2024
Q4 		$127K Buy
987
+177
+22% +$22.9K 0.03% 360
2024
Q3 		$102K Buy
810
+151
+23% +$18.3K 0.02% 383
2024
Q2 		$78.6K Buy
659
+78
+13% +$8.96K 0.02% 425
2024
Q1 		$66.8K Hold
581
– – 0.02% 454
2023
Q4 		$61K Buy
581
+88
+18% +$8.62K 0.01% 483
2023
Q3 		$46.3K Buy
493
+61
+14% +$5.97K 0.01% 523
2023
Q2 		$42.1K Hold
432
– – 0.01% 533
2023
Q1 		$39.1K Sell
432
-18
-4% -$1.59K 0.01% 558
2022
Q4 		$38.1K Hold
450
– – 0.01% 554
2022
Q3 		$36K Buy
450
+102
+29% +$9.03K 0.01% 551
2022
Q2 		$29K Buy
348
+198
+132% +$18.1K 0.01% 585
2022
Q1 		$15K Buy
150
+135
+900% +$13.5K ﹤0.01% 701
2021
Q4 		$2K Hold
15
– – ﹤0.01% 909
2021
Q3 		$1K Hold
15
– – ﹤0.01% 949
2021
Q2 		$1K Hold
15
– – ﹤0.01% 934
2021
Q1 		$1K Hold
15
– – ﹤0.01% 928
2020
Q4 		$1K Hold
15
– – ﹤0.01% 1027
2020
Q3 		$1K Buy
+15
New +$1.13K ﹤0.01% 1038

Other funds holding ESGU

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Investors Research Corp's ESGU Position: Q3 2026 in Review

Investors Research Corp increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.7% in Q3 2026, buying an estimated $9.65K and bringing the position to 1,623 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #237.

Investors Research Corp first reported a position in ESGU in Q3 2020 and has held it in 25 quarters since. 40 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Investors Research Corp held 1,623 shares of iShares ESG Aware MSCI USA ETF worth $271K as of Q3 2026.
  • Investors Research Corp bought 58 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $9.65K.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of Investors Research Corp's portfolio in Q3 2026, its #237 holding.
  • Investors Research Corp first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 25 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.