Oppenheimer & Co
ESGU icon

Oppenheimer & Co’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Oppenheimer & Co’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 		$740K Buy
4,435
+430
+11% +$71.6K 0.01% 1046
2026
Q2 		$655K Sell
4,005
-88
-2% -$13.9K 0.01% 1138
2026
Q1 		$579K Sell
4,093
-77
-2% -$11.4K 0.01% 1130
2025
Q4 		$621K Buy
4,170
+1,089
+35% +$161K 0.01% 991
2025
Q3 		$449K Buy
3,081
+3
+0.1% +$420 0.01% 1223
2025
Q2 		$416K Sell
3,078
-109
-3% -$13.6K 0.01% 1212
2025
Q1 		$389K Buy
3,187
+709
+29% +$91.3K 0.01% 1164
2024
Q4 		$319K Buy
2,478
+18
+0.7% +$2.33K ﹤0.01% 1236
2024
Q3 		$310K Sell
2,460
-266
-10% -$32.3K ﹤0.01% 1210
2024
Q2 		$325K Buy
2,726
+503
+23% +$57.8K 0.01% 1162
2024
Q1 		$256K Buy
+2,223
New +$244K ﹤0.01% 1241
2023
Q2 		– Sell
-2,333
Closed -$211K – 1428
2023
Q1 		$211K Sell
2,333
-612
-21% -$54.1K ﹤0.01% 1247
2022
Q4 		$250K Hold
2,945
– – 0.01% 1152
2022
Q3 		$234K Sell
2,945
-350
-11% -$31K 0.01% 1155
2022
Q2 		$277K Buy
3,295
+400
+14% +$36.5K 0.01% 1132
2022
Q1 		$293K Buy
2,895
+1,030
+55% +$103K 0.01% 1206
2021
Q4 		$201K Buy
+1,865
New +$196K ﹤0.01% 1397

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Oppenheimer & Co's ESGU Position: Q3 2026 in Review

Oppenheimer & Co increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 11% in Q3 2026, buying an estimated $71.6K and bringing the position to 4,435 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #1046.

Oppenheimer & Co first reported a position in ESGU in Q4 2021 and has held it in 17 quarters since. 445 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Oppenheimer & Co held 4,435 shares of iShares ESG Aware MSCI USA ETF worth $740K as of Q3 2026.
  • Oppenheimer & Co bought 430 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $71.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1046 holding.
  • Oppenheimer & Co first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 17 quarters since.
  • 445 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.