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

JNBA Financial 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	$57.9K	Hold	354	–	–	﹤0.01%	303
2026 Q1	$50.1K	Sell	354 -556	-61%	-$82.3K	﹤0.01%	310
2025 Q4	$136K	Buy	+910	New	+$135K	0.01%	209
2024 Q3	–	Sell	-410	Closed	-$48.9K	–	663
2024 Q2	$48.9K	Hold	410	–	–	0.01%	283
2024 Q1	$47.1K	Hold	410	–	–	0.01%	296
2023 Q4	$43K	Hold	410	–	–	﹤0.01%	301
2023 Q3	$38.5K	Hold	410	–	–	﹤0.01%	306
2023 Q2	$40K	Buy	410 +260	+173%	+$24K	﹤0.01%	312
2023 Q1	$13.6K	Hold	150	–	–	﹤0.01%	440
2022 Q4	$12.7K	Hold	150	–	–	﹤0.01%	430
2022 Q3	$12K	Hold	150	–	–	﹤0.01%	437
2022 Q2	$13K	Hold	150	–	–	﹤0.01%	455
2022 Q1	$15K	Sell	150 -674	-82%	-$67.5K	﹤0.01%	444
2021 Q4	$89K	Buy	824 +674	+449%	+$70.7K	0.01%	246
2021 Q3	$15K	Hold	150	–	–	﹤0.01%	461
2021 Q2	$15K	Hold	150	–	–	﹤0.01%	438
2021 Q1	$14K	Hold	150	–	–	﹤0.01%	428
2020 Q4	$13K	Hold	150	–	–	﹤0.01%	411
2020 Q3	$11K	Hold	150	–	–	﹤0.01%	399
2020 Q2	$10K	Hold	150	–	–	﹤0.01%	404
2020 Q1	$9K	Hold	150	–	–	﹤0.01%	392
2019 Q4	$11K	Hold	150	–	–	﹤0.01%	423
2019 Q3	$10K	Hold	150	–	–	﹤0.01%	407
2019 Q2	$10K	Hold	150	–	–	﹤0.01%	435
2019 Q1	$9K	Buy	+150	New	+$8.95K	﹤0.01%	409

Other funds holding ESGU

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

JNBA Financial Advisors's ESGU Position: Q2 2026 in Review

JNBA Financial Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 354 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

JNBA Financial Advisors first reported a position in ESGU in Q1 2019 and has held it in 25 quarters since. The position peaked at $136K in Q4 2025. 412 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

JNBA Financial Advisors held 354 shares of iShares ESG Aware MSCI USA ETF worth $57.9K as of Q2 2026.
JNBA Financial Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #303 holding.
JNBA Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2019 and has held it in 25 quarters since.
JNBA Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $136K in Q4 2025.
412 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.