OFP
ESGU icon

OLIO Financial Planning’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

OLIO Financial Planning’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 		$1.7M Buy
10,384
+102
+1% +$16.1K 0.42% 18
2026
Q1 		$1.45M Buy
10,282
+198
+2% +$29.3K 0.4% 19
2025
Q4 		$1.5M Buy
10,084
+1,552
+18% +$229K 0.42% 18
2025
Q3 		$1.24M Buy
8,532
+360
+4% +$50.4K 0.36% 20
2025
Q2 		$1.11M Buy
8,172
+154
+2% +$19.2K 0.35% 20
2025
Q1 		$977K Sell
8,018
-6,221
-44% -$801K 0.34% 22
2024
Q4 		$1.83M Sell
14,239
-3,754
-21% -$486K 0.64% 17
2024
Q3 		$1.89M Hold
17,993
– – 0.8% 19
2024
Q2 		$1.89M Hold
17,993
– – 0.8% 19
2024
Q1 		$1.89M Hold
17,993
– – 0.8% 19
2023
Q4 		$1.89M Buy
17,993
+407
+2% +$39.9K 0.79% 19
2023
Q3 		$1.65M Sell
17,586
-594
-3% -$58.2K 0.78% 19
2023
Q2 		$1.77M Buy
18,180
+110
+0.6% +$10.2K 0.84% 18
2023
Q1 		$1.63M Buy
18,070
+873
+5% +$77.2K 0.85% 17
2022
Q4 		$1.46M Sell
17,197
-1,823
-10% -$156K 0.79% 20
2022
Q3 		$1.51M Sell
19,020
-547
-3% -$48.4K 0.9% 18
2022
Q2 		$1.64M Buy
19,567
+3,757
+24% +$343K 0.92% 18
2022
Q1 		$1.6M Buy
15,810
+11,249
+247% +$1.13M 0.92% 18
2021
Q4 		$492K Buy
+4,561
New +$479K 0.29% 27

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

OLIO Financial Planning's ESGU Position: Q2 2026 in Review

OLIO Financial Planning increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.99% in Q2 2026, buying an estimated $16.1K and bringing the position to 10,384 shares worth $1.7M. The position accounts for 0.42% of the portfolio, ranked #18.

OLIO Financial Planning first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.89M in Q3 2024. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • OLIO Financial Planning held 10,384 shares of iShares ESG Aware MSCI USA ETF worth $1.7M as of Q2 2026.
  • OLIO Financial Planning bought 102 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $16.1K.
  • iShares ESG Aware MSCI USA ETF made up 0.42% of OLIO Financial Planning's portfolio in Q2 2026, its #18 holding.
  • OLIO Financial Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • OLIO Financial Planning's iShares ESG Aware MSCI USA ETF position peaked at $1.89M in Q3 2024.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.