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Patriot Investment Management Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Patriot Investment Management Group’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 		$583K Buy
3,494
+1,103
+46% +$184K 0.03% 154
2026
Q2 		$391K Buy
2,391
+49
+2% +$7.75K 0.02% 188
2026
Q1 		$331K Buy
2,342
+767
+49% +$113K 0.02% 193
2025
Q4 		$235K Sell
1,575
-76
-5% -$11.2K 0.01% 225
2025
Q3 		$240K Buy
1,651
+12
+0.7% +$1.68K 0.02% 225
2025
Q2 		$222K Sell
1,639
-55
-3% -$6.87K 0.02% 231
2025
Q1 		$207K Sell
1,694
-855
-34% -$110K 0.02% 222
2024
Q4 		$328K Sell
2,549
-75
-3% -$9.72K 0.02% 189
2024
Q3 		$331K Sell
2,624
-10
-0.4% -$1.21K 0.02% 195
2024
Q2 		$314K Sell
2,634
-50
-2% -$5.74K 0.02% 201
2024
Q1 		$309K Buy
2,684
+12
+0.4% +$1.31K 0.02% 208
2023
Q4 		$280K Buy
2,672
+4
+0.1% +$392 0.02% 206
2023
Q3 		$251K Sell
2,668
-670
-20% -$65.6K 0.02% 214
2023
Q2 		$325K Buy
3,338
+17
+0.5% +$1.57K 0.03% 198
2023
Q1 		$300K Buy
3,321
+22
+0.7% +$1.95K 0.03% 208
2022
Q4 		$297K Buy
3,299
+29
+0.9% +$2.47K 0.03% 208
2022
Q3 		$259K Sell
3,270
-18
-0.5% -$1.59K 0.03% 210
2022
Q2 		$275K Buy
3,288
+136
+4% +$12.4K 0.03% 211
2022
Q1 		$319K Buy
3,152
+1,047
+50% +$105K 0.03% 213
2021
Q4 		$227K Sell
2,105
-43
-2% -$4.51K 0.02% 234
2021
Q3 		$211K Sell
2,148
-91
-4% -$9.22K 0.02% 235
2021
Q2 		$220K Buy
+2,239
New +$214K 0.02% 229
2020
Q3 		– Sell
-629
Closed -$44.1K – 322
2020
Q2 		$44.1K Buy
+629
New +$41.4K 0.01% 337

Other funds holding ESGU

KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
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
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Patriot Investment Management Group's ESGU Position: Q3 2026 in Review

Patriot Investment Management Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 46% in Q3 2026, buying an estimated $184K and bringing the position to 3,494 shares worth $583K. The position accounts for 0.03% of the portfolio, ranked #154.

Patriot Investment Management Group first reported a position in ESGU in Q2 2020 and has held it in 23 quarters since. 155 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Patriot Investment Management Group held 3,494 shares of iShares ESG Aware MSCI USA ETF worth $583K as of Q3 2026.
  • Patriot Investment Management Group bought 1,103 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $184K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Patriot Investment Management Group's portfolio in Q3 2026, its #154 holding.
  • Patriot Investment Management Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 23 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Patriot Investment Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.