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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
Q2 		$521K Buy
3,185
+74
+2% +$11.7K 0.03% 290
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 $1.55T 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

PDS Planning's ESGU Position: Q2 2026 in Review

PDS Planning increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.4% in Q2 2026, buying an estimated $11.7K and bringing the position to 3,185 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #290.

PDS Planning first reported a position in ESGU in Q4 2020 and has held it in 21 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • PDS Planning held 3,185 shares of iShares ESG Aware MSCI USA ETF worth $521K as of Q2 2026.
  • PDS Planning bought 74 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $11.7K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of PDS Planning's portfolio in Q2 2026, its #290 holding.
  • PDS Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 21 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.