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

Larson Financial Group’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 		$151K Buy
924
+53
+6% +$8.38K ﹤0.01% 974
2026
Q1 		$123K Hold
871
– – ﹤0.01% 903
2025
Q4 		$130K Sell
871
-2,939
-77% -$435K ﹤0.01% 836
2025
Q3 		$555K Buy
3,810
+2,539
+200% +$356K 0.02% 434
2025
Q2 		$172K Buy
1,271
+180
+16% +$22.5K 0.01% 695
2025
Q1 		$133K Sell
1,091
-200
-15% -$25.8K 0.01% 714
2024
Q4 		$166K Sell
1,291
-2
-0.2% -$259 0.01% 612
2024
Q3 		$163K Sell
1,293
-40
-3% -$4.86K 0.01% 623
2024
Q2 		$159K Buy
1,333
+200
+18% +$23K 0.01% 535
2024
Q1 		$130K Buy
1,133
+1
+0.1% +$110 0.01% 494
2023
Q4 		$119K Hold
1,132
– – 0.01% 455
2023
Q3 		$106K Hold
1,132
– – 0.01% 445
2023
Q2 		$110K Buy
1,132
+234
+26% +$21.6K 0.01% 412
2023
Q1 		$81.3K Buy
898
+338
+60% +$29.9K 0.01% 454
2022
Q4 		$47.5K Buy
+560
New +$47.8K 0.01% 526

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

Larson Financial Group's ESGU Position: Q2 2026 in Review

Larson Financial Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.1% in Q2 2026, buying an estimated $8.38K and bringing the position to 924 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Larson Financial Group first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. The position peaked at $555K in Q3 2025. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Larson Financial Group held 924 shares of iShares ESG Aware MSCI USA ETF worth $151K as of Q2 2026.
  • Larson Financial Group bought 53 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $8.38K.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #974 holding.
  • Larson Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • Larson Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $555K in Q3 2025.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.