KA
ESGU icon

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
Q2 		$270K Buy
1,649
+6
+0.4% +$949 0.01% 850
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 $1.55T 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

Kovack Advisors's ESGU Position: Q2 2026 in Review

Kovack Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.37% in Q2 2026, buying an estimated $949 and bringing the position to 1,649 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #850.

Kovack Advisors first reported a position in ESGU in Q1 2020 and has held it in 18 quarters since. The position peaked at $2.69M in Q1 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Kovack Advisors held 1,649 shares of iShares ESG Aware MSCI USA ETF worth $270K as of Q2 2026.
  • Kovack Advisors bought 6 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $949.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #850 holding.
  • Kovack Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 18 quarters since.
  • Kovack Advisors's iShares ESG Aware MSCI USA ETF position peaked at $2.69M in Q1 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.