MAFA
ESGU icon

MJT & Associates Financial Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

MJT & Associates Financial Advisory’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 		$18.5K Hold
111
– – 0.01% 125
2026
Q2 		$18.2K Sell
111
-10
-8% -$1.58K 0.01% 137
2026
Q1 		$17.1K Hold
121
– – 0.01% 131
2025
Q4 		$18K Hold
121
– – 0.01% 134
2025
Q3 		$17.6K Hold
121
– – 0.01% 134
2025
Q2 		$16.4K Hold
121
– – 0.02% 166
2025
Q1 		$14.8K Buy
+121
New +$15.6K 0.01% 172

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
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 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

MJT & Associates Financial Advisory's ESGU Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 111 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #125.

MJT & Associates Financial Advisory first reported a position in ESGU in Q1 2025 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • MJT & Associates Financial Advisory held 111 shares of iShares ESG Aware MSCI USA ETF worth $18.5K as of Q3 2026.
  • MJT & Associates Financial Advisory left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #125 holding.
  • MJT & Associates Financial Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 7 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.