Leverty Financial Group
ESGU icon

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

Leverty 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 		$368K Hold
2,209
– – 0.07% 34
2026
Q2 		$362K Buy
2,209
+68
+3% +$10.8K 0.07% 32
2026
Q1 		$303K Sell
2,141
-411
-16% -$60.8K 0.07% 34
2025
Q4 		$380K Hold
2,552
– – 0.09% 28
2025
Q3 		$372K Hold
2,552
– – 0.1% 30
2025
Q2 		$345K Hold
2,552
– – 0.1% 30
2025
Q1 		$311K Hold
2,552
– – 0.13% 29
2024
Q4 		$329K Buy
2,552
+45
+2% +$5.83K 0.17% 24
2024
Q3 		$316K Buy
2,507
+650
+35% +$78.9K 0.17% 24
2024
Q2 		$222K Sell
1,857
-174
-9% -$20K 0.13% 29
2024
Q1 		$233K Buy
+2,031
New +$223K 0.14% 28
2022
Q1 		– Sell
-390
Closed -$42K – 53
2021
Q4 		$42K Buy
+390
New +$40.9K 0.03% 52

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

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

Leverty Financial Group held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 2,209 shares worth $368K. The position accounts for 0.07% of the portfolio, ranked #34.

Leverty Financial Group first reported a position in ESGU in Q4 2021 and has held it in 12 quarters since. The position peaked at $380K in Q4 2025. 273 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Leverty Financial Group held 2,209 shares of iShares ESG Aware MSCI USA ETF worth $368K as of Q3 2026.
  • Leverty Financial Group left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of Leverty Financial Group's portfolio in Q3 2026, its #34 holding.
  • Leverty Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 12 quarters since.
  • Leverty Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $380K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.