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Keener Financial Planning’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Keener Financial Planning’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
Q1 		$985K Buy
6,971
+133
+2% +$19.7K 0.41% 17
2025
Q4 		$1.02M Buy
6,838
+1,577
+30% +$233K 0.44% 16
2025
Q3 		$766K Sell
5,261
-342
-6% -$47.9K 0.36% 18
2025
Q2 		$758K Buy
5,603
+124
+2% +$15.5K 0.38% 20
2025
Q1 		$667K Sell
5,479
-46
-0.8% -$5.92K 0.43% 16
2024
Q4 		$711K Sell
5,525
-541
-9% -$70.1K 0.42% 18
2024
Q3 		$765K Hold
6,066
– – 0.5% 18
2024
Q2 		$723K Sell
6,066
-168
-3% -$19.3K 0.47% 18
2024
Q1 		$717K Sell
6,234
-108
-2% -$11.8K 0.49% 17
2023
Q4 		$665K Buy
+6,342
New +$621K 0.51% 18

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Keener Financial Planning's ESGU Position: Q1 2026 in Review

Keener Financial Planning increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.9% in Q1 2026, buying an estimated $19.7K and bringing the position to 6,971 shares worth $985K. The position accounts for 0.41% of the portfolio, ranked #17.

Keener Financial Planning first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.02M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Keener Financial Planning held 6,971 shares of iShares ESG Aware MSCI USA ETF worth $985K as of Q1 2026.
  • Keener Financial Planning bought 133 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $19.7K.
  • iShares ESG Aware MSCI USA ETF made up 0.41% of Keener Financial Planning's portfolio in Q1 2026, its #17 holding.
  • Keener Financial Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
  • Keener Financial Planning's iShares ESG Aware MSCI USA ETF position peaked at $1.02M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.