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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
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 $1.37T 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

Keystone Financial Services (Colorado)'s ESGU Position: Q1 2026 in Review

Keystone Financial Services (Colorado) reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 8.5% in Q1 2026, selling an estimated $107K and leaving 7,827 shares worth $1.11M. The position accounts for 0.32% of the portfolio, ranked #41.

Keystone Financial Services (Colorado) first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $32.5M in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Keystone Financial Services (Colorado) held 7,827 shares of iShares ESG Aware MSCI USA ETF worth $1.11M as of Q1 2026.
  • Keystone Financial Services (Colorado) sold 726 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $107K.
  • iShares ESG Aware MSCI USA ETF made up 0.32% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #41 holding.
  • Keystone Financial Services (Colorado) first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • Keystone Financial Services (Colorado)'s iShares ESG Aware MSCI USA ETF position peaked at $32.5M in Q4 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.