Larson Financial Group
ESGU icon

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
Q3 		$154K Hold
924
– – ﹤0.01% 1048
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

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rock Creek Group
Rock Creek Group Washington, District of Columbia $1.04B AUM 6.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Larson Financial Group's ESGU Position: Q3 2026 in Review

Larson Financial Group held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 924 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Larson Financial Group first reported a position in ESGU in Q4 2022 and has held it in 16 quarters since. The position peaked at $555K in Q3 2025. 614 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Larson Financial Group held 924 shares of iShares ESG Aware MSCI USA ETF worth $154K as of Q3 2026.
  • Larson Financial Group left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1048 holding.
  • Larson Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 16 quarters since.
  • Larson Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $555K in Q3 2025.
  • 614 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.