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Mayflower Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Mayflower Financial Advisors’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 		$2.29M Sell
13,967
-811
-5% -$128K 0.2% 108
2026
Q1 		$2.09M Sell
14,778
-79
-0.5% -$11.7K 0.25% 94
2025
Q4 		$2.21M Buy
14,857
+2
+0% +$296 0.27% 87
2025
Q3 		$2.16M Buy
14,855
+6
+0% +$840 0.27% 83
2025
Q2 		$2.01M Sell
14,849
-312
-2% -$38.9K 0.28% 83
2025
Q1 		$1.85M Sell
15,161
-2,270
-13% -$292K 0.28% 88
2024
Q4 		$2.25M Sell
17,431
-278
-2% -$36K 0.34% 70
2024
Q3 		$2.23M Sell
17,709
-21,494
-55% -$2.61M 0.34% 68
2024
Q2 		$2.14M Sell
39,203
-3,914
-9% -$450K 0.35% 69
2024
Q1 		$2.51M Sell
43,117
-10,990
-20% -$1.2M 0.42% 62
2023
Q4 		$3.45M Buy
54,107
+3,601
+7% +$353K 0.48% 52
2023
Q3 		$2.75M Sell
50,506
-36,254
-42% -$3.55M 0.41% 55
2023
Q2 		$6.39M Sell
86,760
-8,859
-9% -$818K 0.83% 28
2023
Q1 		$6.73M Sell
95,619
-62,038
-39% -$5.49M 0.88% 26
2022
Q4 		$11.6M Buy
157,657
+28,301
+22% +$2.41M 1.61% 14
2022
Q3 		$8.59M Buy
129,356
+38,038
+42% +$3.37M 1.38% 16
2022
Q2 		$5.88M Buy
91,318
+36,512
+67% +$3.34M 0.9% 27
2022
Q1 		$3.4M Buy
54,806
+22,201
+68% +$2.22M 0.46% 48
2021
Q4 		$1.22M Buy
32,605
+26,065
+399% +$2.73M 0.16% 93
2021
Q3 		$677K Buy
+6,540
New +$663K 0.09% 151

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $187M AUM 22% 1-Year Est. Return

Mayflower Financial Advisors's ESGU Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.5% in Q2 2026, selling an estimated $128K and leaving 13,967 shares worth $2.29M. The position accounts for 0.2% of the portfolio, ranked #108.

Mayflower Financial Advisors first reported a position in ESGU in Q3 2021 and has held it in 20 quarters since. The position peaked at $11.6M in Q4 2022. 317 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Mayflower Financial Advisors held 13,967 shares of iShares ESG Aware MSCI USA ETF worth $2.29M as of Q2 2026.
  • Mayflower Financial Advisors sold 811 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $128K.
  • iShares ESG Aware MSCI USA ETF made up 0.2% of Mayflower Financial Advisors's portfolio in Q2 2026, its #108 holding.
  • Mayflower Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 20 quarters since.
  • Mayflower Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $11.6M in Q4 2022.
  • 317 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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