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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
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

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

Leverty Financial Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.2% in Q2 2026, buying an estimated $10.8K and bringing the position to 2,209 shares worth $362K. The position accounts for 0.07% of the portfolio, ranked #32.

Leverty Financial Group first reported a position in ESGU in Q4 2021 and has held it in 11 quarters since. The position peaked at $380K in Q4 2025. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Leverty Financial Group held 2,209 shares of iShares ESG Aware MSCI USA ETF worth $362K as of Q2 2026.
  • Leverty Financial Group bought 68 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $10.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of Leverty Financial Group's portfolio in Q2 2026, its #32 holding.
  • Leverty Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 11 quarters since.
  • Leverty Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $380K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.