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Kovack Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Kovack 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
Q1 		$233K Sell
1,643
-28
-2% -$4.14K 0.01% 862
2025
Q4 		$249K Buy
+1,671
New +$247K 0.01% 845
2023
Q4 		– Sell
-6,081
Closed -$571K – 585
2023
Q3 		$571K Sell
6,081
-95
-2% -$9.3K 0.08% 232
2023
Q2 		$602K Sell
6,176
-313
-5% -$28.9K 0.08% 254
2023
Q1 		$587K Sell
6,489
-1,460
-18% -$129K 0.08% 258
2022
Q4 		$674K Sell
7,949
-4,811
-38% -$410K 0.1% 221
2022
Q3 		$1.01M Sell
12,760
-6,153
-33% -$545K 0.15% 152
2022
Q2 		$1.59M Sell
18,913
-7,641
-29% -$698K 0.21% 110
2022
Q1 		$2.69M Buy
26,554
+3,095
+13% +$310K 0.28% 76
2021
Q4 		$2.53M Buy
23,459
+2,649
+13% +$278K 0.24% 92
2021
Q3 		$2.05M Buy
20,810
+5,547
+36% +$562K 0.22% 116
2021
Q2 		$1.5M Buy
15,263
+2,718
+22% +$260K 0.17% 148
2021
Q1 		$1.14M Sell
12,545
-1,401
-10% -$125K 0.15% 163
2020
Q4 		$1.2M Buy
13,946
+969
+7% +$78.7K 0.17% 139
2020
Q3 		$989K Buy
12,977
+1,239
+11% +$93.3K 0.18% 138
2020
Q2 		$822K Buy
11,738
+7,588
+183% +$500K 0.16% 148
2020
Q1 		$239K Buy
+4,150
New +$282K 0.06% 336

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

Kovack Advisors's ESGU Position: Q1 2026 in Review

Kovack Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.7% in Q1 2026, selling an estimated $4.14K and leaving 1,643 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #862.

Kovack Advisors first reported a position in ESGU in Q1 2020 and has held it in 17 quarters since. The position peaked at $2.69M in Q1 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Kovack Advisors held 1,643 shares of iShares ESG Aware MSCI USA ETF worth $233K as of Q1 2026.
  • Kovack Advisors sold 28 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $4.14K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #862 holding.
  • Kovack Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 17 quarters since.
  • Kovack Advisors's iShares ESG Aware MSCI USA ETF position peaked at $2.69M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.