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Midwest Financial Partners Investments’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Midwest Financial Partners Investments’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
Q3 		$6.74M Sell
40,427
-1,973
-5% -$328K 2.59% 12
2026
Q2 		$6.94M Sell
42,400
-144
-0.3% -$22.8K 2.88% 11
2026
Q1 		$6.02M Buy
42,544
+2,379
+6% +$352K 3.19% 8
2025
Q4 		$5.98M Buy
+40,165
New +$5.94M 3.33% 10

Other funds holding ESGU

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Financial Partners Investments's ESGU Position: Q3 2026 in Review

Midwest Financial Partners Investments reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.7% in Q3 2026, selling an estimated $328K and leaving 40,427 shares worth $6.74M. The position accounts for 2.59% of the portfolio, ranked #12.

Midwest Financial Partners Investments first reported a position in ESGU in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.94M in Q2 2026. 32 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Midwest Financial Partners Investments held 40,427 shares of iShares ESG Aware MSCI USA ETF worth $6.74M as of Q3 2026.
  • Midwest Financial Partners Investments sold 1,973 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $328K.
  • iShares ESG Aware MSCI USA ETF made up 2.59% of Midwest Financial Partners Investments's portfolio in Q3 2026, its #12 holding.
  • Midwest Financial Partners Investments first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 4 quarters since.
  • Midwest Financial Partners Investments's iShares ESG Aware MSCI USA ETF position peaked at $6.94M in Q2 2026.
  • 32 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q3 2026, filed 8 Oct 2026.