OLIO Financial Planning
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
Q3 		$1.73M Sell
10,381
-3
-0% -$499 0.43% 18
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

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
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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

OLIO Financial Planning's ESGU Position: Q3 2026 in Review

OLIO Financial Planning reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.03% in Q3 2026, selling an estimated $499 and leaving 10,381 shares worth $1.73M. The position accounts for 0.43% of the portfolio, ranked #18.

OLIO Financial Planning first reported a position in ESGU in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.89M in Q3 2024. 378 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • OLIO Financial Planning held 10,381 shares of iShares ESG Aware MSCI USA ETF worth $1.73M as of Q3 2026.
  • OLIO Financial Planning sold 3 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $499.
  • iShares ESG Aware MSCI USA ETF made up 0.43% of OLIO Financial Planning's portfolio in Q3 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 20 quarters since.
  • OLIO Financial Planning's iShares ESG Aware MSCI USA ETF position peaked at $1.89M in Q3 2024.
  • 378 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on OLIO Financial Planning's 13F filing for Q3 2026, filed 22 Oct 2026.