PFG Advisors
ESGU icon

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

PFG 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 		$605K Buy
3,625
+112
+3% +$18.6K 0.03% 480
2026
Q2 		$575K Sell
3,513
-230
-6% -$36.4K 0.03% 486
2026
Q1 		$529K Sell
3,743
-1,641
-30% -$243K 0.03% 528
2025
Q4 		$802K Buy
5,384
+649
+14% +$96K 0.04% 425
2025
Q3 		$689K Sell
4,735
-819
-15% -$115K 0.03% 475
2025
Q2 		$751K Buy
5,554
+679
+14% +$84.8K 0.03% 341
2025
Q1 		$594K Sell
4,875
-195
-4% -$25.1K 0.03% 424
2024
Q4 		$653K Buy
5,070
+135
+3% +$17.5K 0.04% 401
2024
Q3 		$623K Sell
4,935
-236
-5% -$28.7K 0.04% 394
2024
Q2 		$617K Sell
5,171
-552
-10% -$63.4K 0.04% 387
2024
Q1 		$658K Buy
5,723
+139
+2% +$15.2K 0.05% 344
2023
Q4 		$586K Sell
5,584
-13,773
-71% -$1.35M 0.05% 340
2023
Q3 		$1.82M Sell
19,357
-25,751
-57% -$2.52M 0.16% 149
2023
Q2 		$4.4M Sell
45,108
-22,103
-33% -$2.04M 0.33% 76
2023
Q1 		$6.08M Sell
67,211
-12,897
-16% -$1.14M 0.51% 37
2022
Q4 		$6.79M Sell
80,108
-176
-0.2% -$15K 0.67% 27
2022
Q3 		$6.38M Buy
80,284
+4,816
+6% +$426K 0.73% 23
2022
Q2 		$6.33M Buy
75,468
+7,270
+11% +$664K 0.72% 15
2022
Q1 		$6.91M Buy
68,198
+7,827
+13% +$784K 0.69% 18
2021
Q4 		$6.51M Buy
60,371
+514
+0.9% +$53.9K 0.64% 23
2021
Q3 		$5.89M Buy
59,857
+9,393
+19% +$952K 0.65% 24
2021
Q2 		$4.97M Buy
50,464
+20,368
+68% +$1.95M 0.57% 33
2021
Q1 		$2.74M Buy
30,096
+8,335
+38% +$741K 0.35% 74
2020
Q4 		$1.87M Buy
21,761
+13,484
+163% +$1.09M 0.32% 88
2020
Q3 		$643K Buy
+8,277
New +$623K 0.12% 206

Other funds holding ESGU

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rock Creek Group
Rock Creek Group Washington, District of Columbia $1.04B AUM 6.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

PFG Advisors's ESGU Position: Q3 2026 in Review

PFG Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.2% in Q3 2026, buying an estimated $18.6K and bringing the position to 3,625 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #480.

PFG Advisors first reported a position in ESGU in Q3 2020 and has held it in 25 quarters since. The position peaked at $6.91M in Q1 2022. 614 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • PFG Advisors held 3,625 shares of iShares ESG Aware MSCI USA ETF worth $605K as of Q3 2026.
  • PFG Advisors bought 112 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $18.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of PFG Advisors's portfolio in Q3 2026, its #480 holding.
  • PFG Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 25 quarters since.
  • PFG Advisors's iShares ESG Aware MSCI USA ETF position peaked at $6.91M in Q1 2022.
  • 614 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.