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Lantz Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Lantz Financial’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 		$646K Buy
3,950
+87
+2% +$13.8K 0.12% 152
2026
Q1 		$546K Buy
3,863
+123
+3% +$18.2K 0.11% 157
2025
Q4 		$557K Sell
3,740
-129
-3% -$19.1K 0.12% 152
2025
Q3 		$563K Buy
3,869
+60
+2% +$8.4K 0.12% 149
2025
Q2 		$515K Buy
3,809
+26
+0.7% +$3.25K 0.13% 142
2025
Q1 		$461K Buy
3,783
+3
+0.1% +$386 0.13% 143
2024
Q4 		$487K Buy
3,780
+35
+0.9% +$4.53K 0.13% 142
2024
Q3 		$473K Sell
3,745
-62
-2% -$7.53K 0.13% 138
2024
Q2 		$454K Sell
3,807
-20
-0.5% -$2.3K 0.14% 133
2024
Q1 		$440K Sell
3,827
-14,943
-80% -$1.64M 0.14% 139
2023
Q4 		$1.97M Buy
18,770
+653
+4% +$64K 0.71% 39
2023
Q3 		$1.7M Sell
18,117
-4,652
-20% -$456K 0.68% 40
2023
Q2 		$2.22M Buy
22,769
+521
+2% +$48.1K 0.87% 26
2023
Q1 		$2.01M Sell
22,248
-30,547
-58% -$2.7M 0.84% 29
2022
Q4 		$4.47M Sell
52,795
-3,976
-7% -$339K 2.04% 7
2022
Q3 		$4.51M Buy
56,771
+3,999
+8% +$354K 2.35% 7
2022
Q2 		$4.43M Buy
52,772
+4,874
+10% +$445K 2% 8
2022
Q1 		$4.85M Buy
47,898
+7,942
+20% +$795K 1.98% 8
2021
Q4 		$4.31M Buy
39,956
+7,696
+24% +$808K 1.99% 6
2021
Q3 		$3.18M Buy
32,260
+11,503
+55% +$1.17M 1.63% 10
2021
Q2 		$2.04M Buy
20,757
+14,329
+223% +$1.37M 1.05% 19
2021
Q1 		$584K Buy
6,428
+1,764
+38% +$157K 0.33% 70
2020
Q4 		$401K Buy
4,664
+1,588
+52% +$129K 0.25% 83
2020
Q3 		$234K Buy
3,076
+111
+4% +$8.36K 0.16% 104
2020
Q2 		$208K Buy
+2,965
New +$195K 0.15% 107

Other funds holding ESGU

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Lantz Financial's ESGU Position: Q2 2026 in Review

Lantz Financial increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.3% in Q2 2026, buying an estimated $13.8K and bringing the position to 3,950 shares worth $646K. The position accounts for 0.12% of the portfolio, ranked #152.

Lantz Financial first reported a position in ESGU in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.85M in Q1 2022. 194 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Lantz Financial held 3,950 shares of iShares ESG Aware MSCI USA ETF worth $646K as of Q2 2026.
  • Lantz Financial bought 87 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $13.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.12% of Lantz Financial's portfolio in Q2 2026, its #152 holding.
  • Lantz Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 25 quarters since.
  • Lantz Financial's iShares ESG Aware MSCI USA ETF position peaked at $4.85M in Q1 2022.
  • 194 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.