NWF Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
Other funds holding ESGU
NWF Advisory Services's ESGU Position: Q3 2026 in Review
NWF Advisory Services reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 16% in Q3 2026, selling an estimated $94K and leaving 2,929 shares worth $489K. The position accounts for 0.05% of the portfolio, ranked #228.
NWF Advisory Services first reported a position in ESGU in Q1 2023 and has held it in 15 quarters since. The position peaked at $572K in Q2 2026. 255 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.
- NWF Advisory Services held 2,929 shares of iShares ESG Aware MSCI USA ETF worth $489K as of Q3 2026.
- NWF Advisory Services sold 565 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $94K.
- iShares ESG Aware MSCI USA ETF made up 0.05% of NWF Advisory Services's portfolio in Q3 2026, its #228 holding.
- NWF Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 15 quarters since.
- NWF Advisory Services's iShares ESG Aware MSCI USA ETF position peaked at $572K in Q2 2026.
- 255 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.
Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.