Key Financial Inc
ESGU icon

Key Financial Inc’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Key Financial Inc’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 		$105K Hold
632
– – 0.02% 412
2026
Q2 		$103K Hold
632
– – 0.02% 418
2026
Q1 		$89.4K Hold
632
– – 0.02% 420
2025
Q4 		$94.2K Buy
632
+61
+11% +$9.02K 0.02% 405
2025
Q3 		$83.4K Buy
571
+384
+205% +$53.8K 0.02% 424
2025
Q2 		$25.3K Hold
187
– – 0.01% 634
2025
Q1 		$22.8K Hold
187
– – 0.01% 635
2024
Q4 		$24.1K Hold
187
– – 0.01% 611
2024
Q3 		$23.6K Hold
187
– – 0.01% 618
2024
Q2 		$22.3K Hold
187
– – 0.01% 612
2024
Q1 		$21.5K Hold
187
– – 0.01% 591
2023
Q4 		$19.6K Hold
187
– – 0.01% 593
2023
Q3 		$17.6K Hold
187
– – 0.01% 592
2023
Q2 		$18.2K Buy
187
+37
+25% +$3.42K 0.01% 595
2023
Q1 		$13.6K Buy
+150
New +$13.3K ﹤0.01% 613
2022
Q3 		– Sell
-31
Closed -$3K – 1131
2022
Q2 		$3K Buy
+31
New +$2.83K ﹤0.01% 878

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Key Financial Inc's ESGU Position: Q3 2026 in Review

Key Financial Inc held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 632 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #412.

Key Financial Inc first reported a position in ESGU in Q2 2022 and has held it in 16 quarters since. 573 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Key Financial Inc held 632 shares of iShares ESG Aware MSCI USA ETF worth $105K as of Q3 2026.
  • Key Financial Inc left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #412 holding.
  • Key Financial Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 16 quarters since.
  • 573 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.