KFAA
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Klaas Financial Asset Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Klaas Financial Asset Advisors’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 		$10M Sell
61,121
-497
-0.8% -$78.6K 1.25% 15
2026
Q1 		$8.71M Buy
61,618
+434
+0.7% +$64.2K 1.2% 15
2025
Q4 		$9.12M Sell
61,184
-4,579
-7% -$677K 1.32% 17
2025
Q3 		$9.58M Buy
65,763
+1,528
+2% +$214K 1.44% 15
2025
Q2 		$8.69M Buy
64,235
+5,533
+9% +$691K 1.38% 16
2025
Q1 		$7.16M Sell
58,702
-508
-0.9% -$65.4K 1.23% 17
2024
Q4 		$7.63M Buy
59,210
+2,165
+4% +$280K 1.34% 17
2024
Q3 		$7.2M Buy
57,045
+315
+0.6% +$38.2K 1.25% 17
2024
Q2 		$6.77M Buy
56,730
+9,526
+20% +$1.09M 1.24% 17
2024
Q1 		$5.43M Buy
47,204
+1,246
+3% +$137K 1.08% 16
2023
Q4 		$4.82M Sell
45,958
-3,043
-6% -$298K 1.01% 17
2023
Q3 		$4.6M Buy
49,001
+5,928
+14% +$581K 1.04% 16
2023
Q2 		$4.2M Sell
43,073
-2,775
-6% -$256K 0.94% 17
2023
Q1 		$4.15M Buy
45,848
+2,378
+5% +$210K 0.96% 18
2022
Q4 		$3.68M Buy
43,470
+1,925
+5% +$164K 0.92% 18
2022
Q3 		$3.3M Buy
41,545
+11,576
+39% +$1.03M 0.84% 16
2022
Q2 		$2.51M Buy
29,969
+2,547
+9% +$233K 0.62% 19
2022
Q1 		$2.78M Buy
27,422
+14,975
+120% +$1.5M 0.64% 19
2021
Q4 		$1.34M Buy
12,447
+4,230
+51% +$444K 0.3% 27
2021
Q3 		$809K Buy
8,217
+6,272
+322% +$636K 0.2% 32
2021
Q2 		$192K Buy
1,945
+1,479
+317% +$141K 0.05% 42
2021
Q1 		$42K Buy
+466
New +$41.4K 0.01% 43

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

Klaas Financial Asset Advisors's ESGU Position: Q2 2026 in Review

Klaas Financial Asset Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.81% in Q2 2026, selling an estimated $78.6K and leaving 61,121 shares worth $10M. The position accounts for 1.25% of the portfolio, ranked #15.

Klaas Financial Asset Advisors first reported a position in ESGU in Q1 2021 and has held it in 22 quarters since. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Klaas Financial Asset Advisors held 61,121 shares of iShares ESG Aware MSCI USA ETF worth $10M as of Q2 2026.
  • Klaas Financial Asset Advisors sold 497 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $78.6K.
  • iShares ESG Aware MSCI USA ETF made up 1.25% of Klaas Financial Asset Advisors's portfolio in Q2 2026, its #15 holding.
  • Klaas Financial Asset Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
  • 862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.