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Kestra Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Kestra Advisory Services’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 		$11.2M Buy
79,173
+10,843
+16% +$1.6M 0.04% 428
2025
Q4 		$10.2M Sell
68,330
-5,999
-8% -$887K 0.04% 415
2025
Q3 		$10.8M Sell
74,329
-6,931
-9% -$971K 0.05% 373
2025
Q2 		$11M Buy
81,260
+788
+1% +$98.4K 0.05% 349
2025
Q1 		$9.81M Sell
80,472
-2,547
-3% -$328K 0.05% 353
2024
Q4 		$10.7M Buy
83,019
+1,382
+2% +$179K 0.06% 328
2024
Q3 		$10.3M Sell
81,637
-4,949
-6% -$601K 0.06% 361
2024
Q2 		$10.3M Sell
86,586
-7,430
-8% -$853K 0.06% 357
2024
Q1 		$10.8M Sell
94,016
-20,296
-18% -$2.22M 0.07% 290
2023
Q4 		$12M Sell
114,312
-123,438
-52% -$12.1M 0.1% 231
2023
Q3 		$22.3M Sell
237,750
-112,569
-32% -$11M 0.22% 94
2023
Q2 		$34.1M Sell
350,319
-110,716
-24% -$10.2M 0.34% 50
2023
Q1 		$41.7M Sell
461,035
-592,495
-56% -$52.4M 0.45% 33
2022
Q4 		$89.3M Sell
1,053,530
-10,395
-1% -$887K 0.79% 15
2022
Q3 		$84.5M Buy
1,063,925
+56,934
+6% +$5.04M 0.9% 11
2022
Q2 		$84.5M Buy
1,006,991
+1,880
+0.2% +$172K 0.87% 15
2022
Q1 		$102M Buy
1,005,111
+125,812
+14% +$12.6M 1.06% 10
2021
Q4 		$94.9M Buy
879,299
+135,927
+18% +$14.3M 0.96% 10
2021
Q3 		$73.2M Buy
743,372
+204,386
+38% +$20.7M 0.73% 13
2021
Q2 		$53.1M Buy
538,986
+33,961
+7% +$3.25M 0.6% 14
2021
Q1 		$45.9M Buy
505,025
+229,783
+83% +$20.4M 0.58% 18
2020
Q4 		$23.6M Buy
275,242
+209,524
+319% +$17M 0.27% 73
2020
Q3 		$5.01M Buy
+65,718
New +$4.95M 0.09% 245

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

Kestra Advisory Services's ESGU Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 16% in Q1 2026, buying an estimated $1.6M and bringing the position to 79,173 shares worth $11.2M. The position accounts for 0.04% of the portfolio, ranked #428.

Kestra Advisory Services first reported a position in ESGU in Q3 2020 and has held it in 23 quarters since. The position peaked at $102M in Q1 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Kestra Advisory Services held 79,173 shares of iShares ESG Aware MSCI USA ETF worth $11.2M as of Q1 2026.
  • Kestra Advisory Services bought 10,843 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $1.6M.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Kestra Advisory Services's portfolio in Q1 2026, its #428 holding.
  • Kestra Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's iShares ESG Aware MSCI USA ETF position peaked at $102M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.