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PDS Planning’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

PDS 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
Q1 		$440K Sell
3,111
-23
-0.7% -$3.4K 0.03% 295
2025
Q4 		$467K Buy
3,134
+206
+7% +$30.5K 0.03% 272
2025
Q3 		$426K Sell
2,928
-1
-0% -$140 0.03% 286
2025
Q2 		$396K Sell
2,929
-51
-2% -$6.37K 0.03% 291
2025
Q1 		$363K Buy
2,980
+8
+0.3% +$1.03K 0.03% 277
2024
Q4 		$383K Sell
2,972
-3
-0.1% -$389 0.03% 231
2024
Q3 		$375K Buy
2,975
+513
+21% +$62.3K 0.03% 247
2024
Q2 		$294K Sell
2,462
-10
-0.4% -$1.15K 0.03% 262
2024
Q1 		$284K Sell
2,472
-224
-8% -$24.5K 0.03% 275
2023
Q4 		$283K Buy
2,696
+57
+2% +$5.58K 0.03% 248
2023
Q3 		$248K Buy
2,639
+10
+0.4% +$979 0.03% 244
2023
Q2 		$256K Sell
2,629
-8
-0.3% -$739 0.03% 246
2023
Q1 		$239K Sell
2,637
-4
-0.2% -$354 0.03% 236
2022
Q4 		$224K Buy
+2,641
New +$225K 0.04% 184
2022
Q3 		– Sell
-2,400
Closed -$201K – 214
2022
Q2 		$201K Buy
2,400
+4
+0.2% +$365 0.04% 189
2022
Q1 		$243K Sell
2,396
-178
-7% -$17.8K 0.04% 172
2021
Q4 		$278K Buy
2,574
+356
+16% +$37.4K 0.05% 149
2021
Q3 		$218K Buy
2,218
+28
+1% +$2.84K 0.05% 178
2021
Q2 		$216K Buy
+2,190
New +$209K 0.05% 169
2021
Q1 		– Sell
-2,507
Closed -$216K – 178
2020
Q4 		$216K Buy
+2,507
New +$204K 0.07% 139

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PDS Planning's ESGU Position: Q1 2026 in Review

PDS Planning reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.73% in Q1 2026, selling an estimated $3.4K and leaving 3,111 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #295.

PDS Planning first reported a position in ESGU in Q4 2020 and has held it in 20 quarters since. The position peaked at $467K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • PDS Planning held 3,111 shares of iShares ESG Aware MSCI USA ETF worth $440K as of Q1 2026.
  • PDS Planning sold 23 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $3.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of PDS Planning's portfolio in Q1 2026, its #295 holding.
  • PDS Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 20 quarters since.
  • PDS Planning's iShares ESG Aware MSCI USA ETF position peaked at $467K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.