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

Magnus 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 		$445K Sell
2,718
-159
-6% -$25.1K 0.03% 257
2026
Q1 		$407K Sell
2,877
-783
-21% -$116K 0.03% 252
2025
Q4 		$545K Sell
3,660
-71
-2% -$10.5K 0.04% 246
2025
Q3 		$543K Sell
3,731
-1,102
-23% -$154K 0.04% 244
2025
Q2 		$654K Sell
4,833
-47
-1% -$5.87K 0.06% 197
2025
Q1 		$595K Sell
4,880
-3,761
-44% -$484K 0.06% 198
2024
Q4 		$1.11M Sell
8,641
-1,549
-15% -$201K 0.11% 145
2024
Q3 		$1.29M Buy
10,190
+53
+0.5% +$6.44K 0.13% 120
2024
Q2 		$1.21M Buy
10,137
+32
+0.3% +$3.67K 0.14% 118
2024
Q1 		$1.16M Sell
10,105
-1,538
-13% -$169K 0.14% 121
2023
Q4 		$1.22M Buy
11,643
+186
+2% +$18.2K 0.16% 106
2023
Q3 		$1.08M Sell
11,457
-389
-3% -$38.1K 0.16% 103
2023
Q2 		$1.15M Sell
11,846
-38
-0.3% -$3.51K 0.16% 98
2023
Q1 		$1.07M Buy
11,884
+8,119
+216% +$718K 0.16% 103
2022
Q4 		$319K Sell
3,765
-165
-4% -$14.1K 0.05% 202
2022
Q3 		$312K Sell
3,930
-492
-11% -$43.6K 0.06% 190
2022
Q2 		$371K Sell
4,422
-333
-7% -$30.4K 0.07% 180
2022
Q1 		$482K Buy
4,755
+1,923
+68% +$193K 0.08% 169
2021
Q4 		$306K Buy
2,832
+193
+7% +$20.3K 0.06% 191
2021
Q3 		$260K Sell
2,639
-6,117
-70% -$620K 0.06% 200
2021
Q2 		$862K Buy
8,756
+964
+12% +$92.2K 0.19% 83
2021
Q1 		$708K Buy
7,792
+1,221
+19% +$109K 0.17% 81
2020
Q4 		$565K Buy
6,571
+1,624
+33% +$132K 0.06% 129
2020
Q3 		$377K Buy
4,947
+1,420
+40% +$107K 0.04% 158
2020
Q2 		$247K Buy
+3,527
New +$232K 0.03% 462

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

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

Magnus Financial Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.5% in Q2 2026, selling an estimated $25.1K and leaving 2,718 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #257.

Magnus Financial Group first reported a position in ESGU in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.29M in Q3 2024. 286 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Magnus Financial Group held 2,718 shares of iShares ESG Aware MSCI USA ETF worth $445K as of Q2 2026.
  • Magnus Financial Group sold 159 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $25.1K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Magnus Financial Group's portfolio in Q2 2026, its #257 holding.
  • Magnus Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 25 quarters since.
  • Magnus Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $1.29M in Q3 2024.
  • 286 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.