MKT Advisors
ESGU icon

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

MKT 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
Q3 		$751K Sell
4,436
-2,202
-33% -$367K 0.24% 49
2026
Q2 		$1.09M Hold
6,638
– – 0.34% 42
2026
Q1 		$953K Hold
6,638
– – 0.32% 47
2025
Q4 		$997K Hold
6,638
– – 0.34% 45
2025
Q3 		$970K Buy
6,638
+12
+0.2% +$1.68K 0.36% 43
2025
Q2 		$894K Hold
6,626
– – 0.35% 41
2025
Q1 		$728K Sell
6,626
-103
-2% -$13.3K 0.34% 45
2024
Q4 		$886K Hold
6,729
– – 0.39% 38
2024
Q3 		$841K Sell
6,729
-24
-0.4% -$2.91K 0.39% 41
2024
Q2 		$823K Sell
6,753
-67
-1% -$7.7K 0.41% 37
2024
Q1 		$771K Sell
6,820
-1,414
-17% -$155K 0.42% 39
2023
Q4 		$848K Hold
8,234
– – 0.56% 34
2023
Q3 		$772K Sell
8,234
-320
-4% -$31.3K 0.59% 34
2023
Q2 		$861K Sell
8,554
-517
-6% -$47.7K 0.61% 30
2023
Q1 		$814K Sell
9,071
-2,232
-20% -$197K 0.61% 35
2022
Q4 		$991K Buy
11,303
+3,462
+44% +$295K 0.75% 25
2022
Q3 		$623K Sell
7,841
-295
-4% -$26.1K 0.54% 42
2022
Q2 		$697K Sell
8,136
-861
-10% -$78.7K 0.54% 39
2022
Q1 		$797K Buy
8,997
+1,642
+22% +$164K 0.6% 35
2021
Q4 		$717K Buy
+7,355
New +$772K 0.56% 33

Other funds holding ESGU

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MKT Advisors's ESGU Position: Q3 2026 in Review

MKT Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 33% in Q3 2026, selling an estimated $367K and leaving 4,436 shares worth $751K. The position accounts for 0.24% of the portfolio, ranked #49.

MKT Advisors first reported a position in ESGU in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.09M in Q2 2026. 257 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • MKT Advisors held 4,436 shares of iShares ESG Aware MSCI USA ETF worth $751K as of Q3 2026.
  • MKT Advisors sold 2,202 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $367K.
  • iShares ESG Aware MSCI USA ETF made up 0.24% of MKT Advisors's portfolio in Q3 2026, its #49 holding.
  • MKT Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 20 quarters since.
  • MKT Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.09M in Q2 2026.
  • 257 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.