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

PFG Investments’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 		$3M Buy
21,196
+78
+0.4% +$11.5K 0.14% 133
2025
Q4 		$3.15M Buy
21,118
+1,168
+6% +$173K 0.15% 124
2025
Q3 		$2.9M Buy
19,950
+1,281
+7% +$179K 0.15% 123
2025
Q2 		$2.53M Buy
18,669
+507
+3% +$63.3K 0.15% 130
2025
Q1 		$2.21M Buy
18,162
+4,013
+28% +$517K 0.14% 138
2024
Q4 		$1.82M Buy
14,149
+165
+1% +$21.4K 0.11% 176
2024
Q3 		$1.76M Buy
13,984
+307
+2% +$37.3K 0.11% 178
2024
Q2 		$1.63M Sell
13,677
-2,433
-15% -$279K 0.12% 171
2024
Q1 		$1.85M Buy
16,110
+4,220
+35% +$462K 0.11% 208
2023
Q4 		$1.25M Buy
11,890
+528
+5% +$51.7K 0.23% 107
2023
Q3 		$1.07M Buy
11,362
+839
+8% +$82.2K 0.2% 107
2023
Q2 		$1.03M Sell
10,523
-690
-6% -$63.7K 0.18% 124
2023
Q1 		$1.01M Buy
+11,213
New +$992K 0.21% 106

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

PFG Investments's ESGU Position: Q1 2026 in Review

PFG Investments increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.37% in Q1 2026, buying an estimated $11.5K and bringing the position to 21,196 shares worth $3M. The position accounts for 0.14% of the portfolio, ranked #133.

PFG Investments first reported a position in ESGU in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.15M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • PFG Investments held 21,196 shares of iShares ESG Aware MSCI USA ETF worth $3M as of Q1 2026.
  • PFG Investments bought 78 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $11.5K.
  • iShares ESG Aware MSCI USA ETF made up 0.14% of PFG Investments's portfolio in Q1 2026, its #133 holding.
  • PFG Investments first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 13 quarters since.
  • PFG Investments's iShares ESG Aware MSCI USA ETF position peaked at $3.15M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.