Lantz Financial
ESGU icon

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
Q3 		$629K Sell
3,770
-180
-5% -$30K 0.11% 155
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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Lantz Financial's ESGU Position: Q3 2026 in Review

Lantz Financial reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.6% in Q3 2026, selling an estimated $30K and leaving 3,770 shares worth $629K. The position accounts for 0.11% of the portfolio, ranked #155.

Lantz Financial first reported a position in ESGU in Q2 2020 and has held it in 26 quarters since. The position peaked at $4.85M in Q1 2022. 260 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Lantz Financial held 3,770 shares of iShares ESG Aware MSCI USA ETF worth $629K as of Q3 2026.
  • Lantz Financial sold 180 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $30K.
  • iShares ESG Aware MSCI USA ETF made up 0.11% of Lantz Financial's portfolio in Q3 2026, its #155 holding.
  • Lantz Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 26 quarters since.
  • Lantz Financial's iShares ESG Aware MSCI USA ETF position peaked at $4.85M in Q1 2022.
  • 260 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.