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Peak Financial Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Peak Financial Management’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 		$516K Sell
3,652
-30
-0.8% -$4.44K 0.13% 55
2025
Q4 		$549K Sell
3,682
-72
-2% -$10.6K 0.14% 53
2025
Q3 		$547K Hold
3,754
– – 0.14% 52
2025
Q2 		$508K Buy
3,754
+85
+2% +$10.6K 0.14% 57
2025
Q1 		$447K Sell
3,669
-75
-2% -$9.66K 0.13% 58
2024
Q4 		$482K Hold
3,744
– – 0.14% 56
2024
Q3 		$472K Hold
3,744
– – 0.14% 59
2024
Q2 		$447K Sell
3,744
-10
-0.3% -$1.15K 0.14% 56
2024
Q1 		$432K Buy
3,754
+56
+2% +$6.14K 0.14% 58
2023
Q4 		$388K Sell
3,698
-309
-8% -$30.3K 0.13% 57
2023
Q3 		$376K Hold
4,007
– – 0.14% 54
2023
Q2 		$391K Buy
4,007
+751
+23% +$69.3K 0.14% 59
2023
Q1 		$295K Sell
3,256
-410
-11% -$36.3K 0.11% 56
2022
Q4 		$311K Buy
3,666
+29
+0.8% +$2.47K 0.12% 56
2022
Q3 		$289K Sell
3,637
-88
-2% -$7.79K 0.12% 57
2022
Q2 		$313K Buy
3,725
+455
+14% +$41.6K 0.12% 52
2022
Q1 		$331K Buy
3,270
+746
+30% +$74.7K 0.11% 58
2021
Q4 		$272K Buy
2,524
+236
+10% +$24.8K 0.09% 64
2021
Q3 		$225K Buy
+2,288
New +$232K 0.08% 66

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

Peak Financial Management's ESGU Position: Q1 2026 in Review

Peak Financial Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.81% in Q1 2026, selling an estimated $4.44K and leaving 3,652 shares worth $516K. The position accounts for 0.13% of the portfolio, ranked #55.

Peak Financial Management first reported a position in ESGU in Q3 2021 and has held it in 19 quarters since. The position peaked at $549K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Peak Financial Management held 3,652 shares of iShares ESG Aware MSCI USA ETF worth $516K as of Q1 2026.
  • Peak Financial Management sold 30 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $4.44K.
  • iShares ESG Aware MSCI USA ETF made up 0.13% of Peak Financial Management's portfolio in Q1 2026, its #55 holding.
  • Peak Financial Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 19 quarters since.
  • Peak Financial Management's iShares ESG Aware MSCI USA ETF position peaked at $549K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.