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 Q3	$419K	Buy	2,510 +121	+5%	+$20.1K	0.07%	108
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

KPDZUSZIDPFAS

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

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 West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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 San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Pettinga Financial Advisors's ESGU Position: Q3 2026 in Review

Pettinga Financial Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.1% in Q3 2026, buying an estimated $20.1K and bringing the position to 2,510 shares worth $419K. The position accounts for 0.07% of the portfolio, ranked #108.

Pettinga Financial Advisors first reported a position in ESGU in Q1 2020 and has held it in 27 quarters since. The position peaked at $53.2M in Q1 2022. 130 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Pettinga Financial Advisors held 2,510 shares of iShares ESG Aware MSCI USA ETF worth $419K as of Q3 2026.
Pettinga Financial Advisors bought 121 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $20.1K.
iShares ESG Aware MSCI USA ETF made up 0.07% of Pettinga Financial Advisors's portfolio in Q3 2026, its #108 holding.
Pettinga Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 27 quarters since.
Pettinga Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $53.2M in Q1 2022.
130 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.