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

Pine Valley 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
Q2 		$341K Sell
2,083
-1
-0% -$158 0.01% 472
2026
Q1 		$295K Buy
2,084
+335
+19% +$49.6K 0.01% 465
2025
Q4 		$261K Sell
1,749
-654
-27% -$96.7K 0.01% 478
2025
Q3 		$350K Sell
2,403
-25
-1% -$3.5K 0.02% 415
2025
Q2 		$329K Buy
2,428
+316
+15% +$39.4K 0.02% 413
2025
Q1 		$257K Buy
2,112
+19
+0.9% +$2.45K 0.02% 450
2024
Q4 		$270K Buy
+2,093
New +$271K 0.02% 432

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Pine Valley Investments's ESGU Position: Q2 2026 in Review

Pine Valley Investments reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.05% in Q2 2026, selling an estimated $158 and leaving 2,083 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #472.

Pine Valley Investments first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. The position peaked at $350K in Q3 2025. 501 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Pine Valley Investments held 2,083 shares of iShares ESG Aware MSCI USA ETF worth $341K as of Q2 2026.
  • Pine Valley Investments sold 1 iShares ESG Aware MSCI USA ETF share in Q2 2026, an estimated $158.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #472 holding.
  • Pine Valley Investments first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • Pine Valley Investments's iShares ESG Aware MSCI USA ETF position peaked at $350K in Q3 2025.
  • 501 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.