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 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

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Key Financial Inc's ESGU Position: Q1 2026 in Review

Key Financial Inc held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 632 shares worth $89.4K. The position accounts for 0.02% of the portfolio, ranked #420.

Key Financial Inc first reported a position in ESGU in Q2 2022 and has held it in 14 quarters since. The position peaked at $94.2K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Key Financial Inc held 632 shares of iShares ESG Aware MSCI USA ETF worth $89.4K as of Q1 2026.
Key Financial Inc left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #420 holding.
Key Financial Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 14 quarters since.
Key Financial Inc's iShares ESG Aware MSCI USA ETF position peaked at $94.2K in Q4 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.