M3 Advisory Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

M3 Advisory 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	$240K	Buy	1,698 +1	+0.1%	+$148	0.15%	125
2025 Q4	$253K	Buy	1,697 +1	+0.1%	+$148	0.15%	109
2025 Q3	$247K	Hold	1,696	–	–	0.15%	118
2025 Q2	$229K	Hold	1,696	–	–	0.16%	123
2025 Q1	$207K	Hold	1,696	–	–	0.16%	132
2024 Q4	$218K	Buy	1,696 +1	+0.1%	+$130	0.16%	137
2024 Q3	$214K	Buy	1,695 +1	+0.1%	+$121	0.16%	137
2024 Q2	$202K	Buy	+1,694	New	+$195K	0.17%	128

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M3 Advisory Group's ESGU Position: Q1 2026 in Review

M3 Advisory Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.06% in Q1 2026, buying an estimated $148 and bringing the position to 1,698 shares worth $240K. The position accounts for 0.15% of the portfolio, ranked #125.

M3 Advisory Group first reported a position in ESGU in Q2 2024 and has held it in 8 quarters since. The position peaked at $253K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

M3 Advisory Group held 1,698 shares of iShares ESG Aware MSCI USA ETF worth $240K as of Q1 2026.
M3 Advisory Group bought 1 iShares ESG Aware MSCI USA ETF share in Q1 2026, an estimated $148.
iShares ESG Aware MSCI USA ETF made up 0.15% of M3 Advisory Group's portfolio in Q1 2026, its #125 holding.
M3 Advisory Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 8 quarters since.
M3 Advisory Group's iShares ESG Aware MSCI USA ETF position peaked at $253K in Q4 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.