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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Larson Financial Group's ESGU Position: Q1 2026 in Review

Larson Financial Group held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 871 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Larson Financial Group first reported a position in ESGU in Q4 2022 and has held it in 14 quarters since. The position peaked at $555K in Q3 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Larson Financial Group held 871 shares of iShares ESG Aware MSCI USA ETF worth $123K as of Q1 2026.
  • Larson Financial Group left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #903 holding.
  • Larson Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 14 quarters since.
  • Larson Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $555K in Q3 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.