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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
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

MKT Advisors's ESGU Position: Q2 2026 in Review

MKT Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 6,638 shares worth $1.09M. The position accounts for 0.34% of the portfolio, ranked #42.

MKT Advisors first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • MKT Advisors held 6,638 shares of iShares ESG Aware MSCI USA ETF worth $1.09M as of Q2 2026.
  • MKT Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.34% of MKT Advisors's portfolio in Q2 2026, its #42 holding.
  • MKT Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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