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Pettinga Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Pettinga Financial Advisors’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 		$391K Hold
2,389
– – 0.06% 107
2026
Q1 		$338K Hold
2,389
– – 0.06% 114
2025
Q4 		$356K Hold
2,389
– – 0.07% 106
2025
Q3 		$348K Hold
2,389
– – 0.07% 104
2025
Q2 		$323K Sell
2,389
-608
-20% -$75.9K 0.07% 104
2025
Q1 		$365K Sell
2,997
-265
-8% -$34.1K 0.09% 89
2024
Q4 		$420K Sell
3,262
-72
-2% -$9.33K 0.1% 89
2024
Q3 		$421K Sell
3,334
-590
-15% -$71.6K 0.1% 86
2024
Q2 		$468K Sell
3,924
-941
-19% -$108K 0.12% 75
2024
Q1 		$559K Sell
4,865
-342
-7% -$37.5K 0.14% 74
2023
Q4 		$546K Buy
5,207
+48
+0.9% +$4.7K 0.15% 74
2023
Q3 		$484K Buy
5,159
+468
+10% +$45.8K 0.15% 65
2023
Q2 		$457K Buy
4,691
+7
+0.1% +$646 0.14% 64
2023
Q1 		$424K Sell
4,684
-696
-13% -$61.5K 0.13% 69
2022
Q4 		$456K Sell
5,380
-465,527
-99% -$39.7M 0.15% 70
2022
Q3 		$37.4M Sell
470,907
-23,611
-5% -$2.09M 12.85% 2
2022
Q2 		$41.5M Sell
494,518
-30,237
-6% -$2.76M 12.44% 2
2022
Q1 		$53.2M Buy
524,755
+59,889
+13% +$6M 13.32% 1
2021
Q4 		$50.2M Buy
464,866
+6,296
+1% +$661K 12.19% 1
2021
Q3 		$45.2M Buy
458,570
+26,407
+6% +$2.68M 11.52% 1
2021
Q2 		$42.6M Buy
432,163
+11,070
+3% +$1.06M 11.41% 1
2021
Q1 		$38.3M Buy
421,093
+116,586
+38% +$10.4M 11.15% 1
2020
Q4 		$26.2M Buy
304,507
+72,711
+31% +$5.9M 9.37% 2
2020
Q3 		$17.7M Buy
231,796
+24,106
+12% +$1.82M 7.49% 2
2020
Q2 		$14.5M Buy
207,690
+48,815
+31% +$3.21M 7.02% 3
2020
Q1 		$9.13M Buy
+158,875
New +$10.8M 6.16% 5

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

Pettinga Financial Advisors's ESGU Position: Q2 2026 in Review

Pettinga Financial Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,389 shares worth $391K. The position accounts for 0.06% of the portfolio, ranked #107.

Pettinga Financial Advisors first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $53.2M in Q1 2022. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Pettinga Financial Advisors held 2,389 shares of iShares ESG Aware MSCI USA ETF worth $391K as of Q2 2026.
  • Pettinga Financial Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of Pettinga Financial Advisors's portfolio in Q2 2026, its #107 holding.
  • Pettinga Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • Pettinga Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $53.2M in Q1 2022.
  • 862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.