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Keystone Financial Services (Colorado)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Keystone Financial Services (Colorado)’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 		$1.36M Buy
8,281
+454
+6% +$71.8K 0.35% 38
2026
Q1 		$1.11M Sell
7,827
-726
-8% -$107K 0.32% 41
2025
Q4 		$1.27M Buy
8,553
+1,966
+30% +$291K 0.38% 35
2025
Q3 		$959K Buy
6,587
+84
+1% +$11.8K 0.3% 45
2025
Q2 		$880K Sell
6,503
-415
-6% -$51.8K 0.3% 43
2025
Q1 		$843K Buy
6,918
+2,180
+46% +$281K 0.32% 41
2024
Q4 		$610K Hold
4,738
– – 0.23% 48
2024
Q3 		$598K Sell
4,738
-26
-0.5% -$3.16K 0.23% 48
2024
Q2 		$568K Sell
4,764
-2,191
-32% -$252K 0.24% 50
2024
Q1 		$799K Sell
6,955
-59,287
-90% -$6.5M 0.35% 34
2023
Q4 		$6.95M Buy
66,242
+3,187
+5% +$312K 3.28% 6
2023
Q3 		$5.92M Sell
63,055
-33,479
-35% -$3.28M 3.13% 7
2023
Q2 		$9.41M Buy
96,534
+164
+0.2% +$15.1K 4.8% 6
2023
Q1 		$8.72M Sell
96,370
-150,713
-61% -$13.3M 4.67% 6
2022
Q4 		$22.3M Sell
247,083
-17,978
-7% -$1.53M 11.99% 2
2022
Q3 		$22.4M Sell
265,061
-39,506
-13% -$3.5M 13% 2
2022
Q2 		$27.7M Sell
304,567
-13,428
-4% -$1.23M 15.08% 2
2022
Q1 		$28.2M Buy
317,995
+16,901
+6% +$1.69M 16.22% 2
2021
Q4 		$32.5M Buy
+301,094
New +$31.6M 16.67% 1

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Keystone Financial Services (Colorado)'s ESGU Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.8% in Q2 2026, buying an estimated $71.8K and bringing the position to 8,281 shares worth $1.36M. The position accounts for 0.35% of the portfolio, ranked #38.

Keystone Financial Services (Colorado) first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. The position peaked at $32.5M in Q4 2021. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Keystone Financial Services (Colorado) held 8,281 shares of iShares ESG Aware MSCI USA ETF worth $1.36M as of Q2 2026.
  • Keystone Financial Services (Colorado) bought 454 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $71.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.35% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #38 holding.
  • Keystone Financial Services (Colorado) first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • Keystone Financial Services (Colorado)'s iShares ESG Aware MSCI USA ETF position peaked at $32.5M in Q4 2021.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.