Omni 360 Wealth
ESGU icon

Omni 360 Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Omni 360 Wealth’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 		$814K Sell
4,878
-70
-1% -$11.7K 0.37% 63
2026
Q2 		$810K Sell
4,948
-235
-5% -$37.2K 0.37% 61
2026
Q1 		$733K Sell
5,183
-177
-3% -$26.2K 0.38% 60
2025
Q4 		$806K Sell
5,360
-85
-2% -$12.6K 0.41% 61
2025
Q3 		$793K Sell
5,445
-525
-9% -$73.5K 0.44% 55
2025
Q2 		$808K Sell
5,970
-79
-1% -$9.9K 0.5% 47
2025
Q1 		$737K Sell
6,049
-377
-6% -$48.6K 0.49% 51
2024
Q4 		$828K Sell
6,426
-380
-6% -$49.2K 0.55% 45
2024
Q3 		$859K Sell
6,806
-802
-11% -$97.4K 0.59% 46
2024
Q2 		$908K Sell
7,608
-3,513
-32% -$403K 0.69% 41
2024
Q1 		$1.28M Sell
11,121
-1,283
-10% -$141K 1.06% 24
2023
Q4 		$1.3M Buy
+12,404
New +$1.21M 1.22% 21

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

Omni 360 Wealth's ESGU Position: Q3 2026 in Review

Omni 360 Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.4% in Q3 2026, selling an estimated $11.7K and leaving 4,878 shares worth $814K. The position accounts for 0.37% of the portfolio, ranked #63.

Omni 360 Wealth first reported a position in ESGU in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q4 2023. 378 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Omni 360 Wealth held 4,878 shares of iShares ESG Aware MSCI USA ETF worth $814K as of Q3 2026.
  • Omni 360 Wealth sold 70 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $11.7K.
  • iShares ESG Aware MSCI USA ETF made up 0.37% of Omni 360 Wealth's portfolio in Q3 2026, its #63 holding.
  • Omni 360 Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 12 quarters since.
  • Omni 360 Wealth's iShares ESG Aware MSCI USA ETF position peaked at $1.3M in Q4 2023.
  • 378 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.