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Marino Stram & Associates’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Marino Stram & Associates’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 		$1.28M Buy
7,792
+8
+0.1% +$1.26K 0.2% 75
2026
Q1 		$1.1M Buy
7,784
+11
+0.1% +$1.63K 0.2% 78
2025
Q4 		$1.16M Buy
7,773
+13
+0.2% +$1.92K 0.21% 75
2025
Q3 		$1.13M Buy
7,760
+10
+0.1% +$1.4K 0.2% 81
2025
Q2 		$1.05M Sell
7,750
-586
-7% -$73.2K 0.21% 79
2025
Q1 		$1.02M Buy
8,336
+12
+0.1% +$1.54K 0.23% 77
2024
Q4 		$1.07M Buy
8,324
+15
+0.2% +$1.94K 0.24% 69
2024
Q3 		$1.05M Buy
8,309
+16
+0.2% +$1.94K 0.23% 69
2024
Q2 		$989K Sell
8,293
-892
-10% -$102K 0.24% 70
2024
Q1 		$1.06M Sell
9,185
-721
-7% -$79K 0.25% 67
2023
Q4 		$1.04M Buy
9,906
+34
+0.3% +$3.33K 0.27% 59
2023
Q3 		$927K Hold
9,872
– – 0.27% 58
2023
Q2 		$962K Buy
9,872
+14
+0.1% +$1.29K 0.27% 59
2023
Q1 		$892K Buy
9,858
+821
+9% +$72.6K 0.27% 61
2022
Q4 		$766K Sell
9,037
-7,364
-45% -$628K 0.24% 66
2022
Q3 		$1.3M Buy
16,401
+2,134
+15% +$189K 0.47% 37
2022
Q2 		$1.2M Buy
14,267
+2,554
+22% +$233K 0.42% 41
2022
Q1 		$1.19M Buy
11,713
+2,247
+24% +$225K 0.37% 41
2021
Q4 		$1.02M Buy
9,466
+934
+11% +$98K 0.31% 51
2021
Q3 		$840K Buy
+8,532
New +$865K 0.29% 57
2021
Q2 		– Sell
-6,489
Closed -$590K – 263
2021
Q1 		$590K Buy
6,489
+3,946
+155% +$351K 0.23% 72
2020
Q4 		$219K Buy
+2,543
New +$206K 0.1% 114

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Marino Stram & Associates's ESGU Position: Q2 2026 in Review

Marino Stram & Associates increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.1% in Q2 2026, buying an estimated $1.26K and bringing the position to 7,792 shares worth $1.28M. The position accounts for 0.2% of the portfolio, ranked #75.

Marino Stram & Associates first reported a position in ESGU in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.3M in Q3 2022. 411 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Marino Stram & Associates held 7,792 shares of iShares ESG Aware MSCI USA ETF worth $1.28M as of Q2 2026.
  • Marino Stram & Associates bought 8 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.26K.
  • iShares ESG Aware MSCI USA ETF made up 0.2% of Marino Stram & Associates's portfolio in Q2 2026, its #75 holding.
  • Marino Stram & Associates first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 22 quarters since.
  • Marino Stram & Associates's iShares ESG Aware MSCI USA ETF position peaked at $1.3M in Q3 2022.
  • 411 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.