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Patriot Financial Group Insurance Agency’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.19M Sell
7,279
-4,041
-36% -$639K 0.12% 194
2026
Q1 		$1.6M Buy
11,320
+5,520
+95% +$817K 0.09% 237
2025
Q4 		$864K Buy
5,800
+180
+3% +$26.6K 0.1% 225
2025
Q3 		$818K Buy
5,620
+215
+4% +$30.1K 0.1% 220
2025
Q2 		$731K Buy
5,405
+258
+5% +$32.2K 0.08% 257
2025
Q1 		$628K Sell
5,147
-393
-7% -$50.6K 0.08% 252
2024
Q4 		$714K Sell
5,540
-10,880
-66% -$1.41M 0.1% 226
2024
Q3 		$2.07M Sell
16,420
-938
-5% -$114K 0.28% 84
2024
Q2 		$2.07M Sell
17,358
-587
-3% -$67.4K 0.3% 71
2024
Q1 		$2.06M Sell
17,945
-2,795
-13% -$306K 0.33% 63
2023
Q4 		$2.18M Sell
20,740
-3,006
-13% -$294K 0.41% 50
2023
Q3 		$2.23M Sell
23,746
-13,597
-36% -$1.33M 0.46% 45
2023
Q2 		$3.64M Sell
37,343
-18,459
-33% -$1.7M 0.69% 25
2023
Q1 		$5.05M Sell
55,802
-16,893
-23% -$1.49M 1.02% 17
2022
Q4 		$6.16M Sell
72,695
-6,999
-9% -$597K 0.83% 15
2022
Q3 		$6.33M Sell
79,694
-9,872
-11% -$874K 1.54% 12
2022
Q2 		$7.51M Sell
89,566
-3,650
-4% -$333K 1.53% 8
2022
Q1 		$9.45M Buy
93,216
+6,194
+7% +$620K 1.68% 5
2021
Q4 		$9.39M Buy
87,022
+7,340
+9% +$770K 1.56% 5
2021
Q3 		$7.84M Buy
79,682
+1,176
+1% +$119K 1.39% 6
2021
Q2 		$7.73M Buy
78,506
+309
+0.4% +$29.6K 1.41% 6
2021
Q1 		$7.11M Sell
78,197
-1,574
-2% -$140K 1.63% 7
2020
Q4 		$6.86M Buy
79,771
+4,834
+6% +$393K 1.72% 7
2020
Q3 		$5.71M Buy
74,937
+3,334
+5% +$251K 1.86% 8
2020
Q2 		$5.01M Buy
71,603
+37,423
+109% +$2.46M 1.92% 6
2020
Q1 		$1.97M Buy
34,180
+20,577
+151% +$1.4M 0.9% 14
2019
Q4 		$970K Buy
13,603
+5,629
+71% +$383K 0.36% 50
2019
Q3 		$521K Buy
7,974
+5,373
+207% +$349K 0.23% 80
2019
Q2 		$169K Buy
2,601
+2,565
+7,125% +$163K 0.07% 218
2019
Q1 		$2K Hold
36
– – ﹤0.01% 999
2018
Q4 		$2K Hold
36
– – ﹤0.01% 824
2018
Q3 		$2K Buy
+36
New +$2.25K ﹤0.01% 848

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ESGU Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 36% in Q2 2026, selling an estimated $639K and leaving 7,279 shares worth $1.19M. The position accounts for 0.12% of the portfolio, ranked #194.

Patriot Financial Group Insurance Agency first reported a position in ESGU in Q3 2018 and has held it in 32 quarters since. The position peaked at $9.45M in Q1 2022. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 7,279 shares of iShares ESG Aware MSCI USA ETF worth $1.19M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 4,041 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $639K.
  • iShares ESG Aware MSCI USA ETF made up 0.12% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #194 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2018 and has held it in 32 quarters since.
  • Patriot Financial Group Insurance Agency's iShares ESG Aware MSCI USA ETF position peaked at $9.45M in Q1 2022.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.