KFAA
ESGU icon

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

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM