PWMG
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Pioneer Wealth Management Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Pioneer Wealth Management Group’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 		$4.1M Sell
24,601
-631
-3% -$105K 0.97% 13
2026
Q2 		$4.13M Buy
25,232
+4,894
+24% +$774K 1% 13
2026
Q1 		$2.88M Buy
20,338
+1,345
+7% +$199K 0.81% 17
2025
Q4 		$2.83M Buy
18,993
+985
+5% +$146K 0.86% 16
2025
Q3 		$2.62M Buy
18,008
+594
+3% +$83.2K 0.85% 16
2025
Q2 		$2.36M Buy
17,414
+1,411
+9% +$176K 0.87% 15
2025
Q1 		$1.95M Buy
+16,003
New +$2.06M 0.84% 16
2024
Q3 		$1.75M Sell
13,862
-518
-4% -$62.9K 0.83% 19
2024
Q2 		$1.72M Buy
14,380
+723
+5% +$83K 0.91% 19
2024
Q1 		$1.57M Sell
13,657
-950
-7% -$104K 0.9% 20
2023
Q4 		$1.53M Buy
14,607
+1,206
+9% +$118K 0.95% 20
2023
Q3 		$1.26M Sell
13,401
-775
-5% -$75.9K 0.96% 22
2023
Q2 		$1.38M Buy
14,176
+214
+2% +$19.8K 1.1% 21
2023
Q1 		$1.26M Buy
13,962
+2,309
+20% +$204K 1.12% 19
2022
Q4 		$988K Buy
+11,653
New +$994K 0.93% 24

Other funds holding ESGU

Wealth Enhancement Advisory Services
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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Pioneer Wealth Management Group's ESGU Position: Q3 2026 in Review

Pioneer Wealth Management Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.5% in Q3 2026, selling an estimated $105K and leaving 24,601 shares worth $4.1M. The position accounts for 0.97% of the portfolio, ranked #13.

Pioneer Wealth Management Group first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.13M in Q2 2026. 92 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Pioneer Wealth Management Group held 24,601 shares of iShares ESG Aware MSCI USA ETF worth $4.1M as of Q3 2026.
  • Pioneer Wealth Management Group sold 631 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $105K.
  • iShares ESG Aware MSCI USA ETF made up 0.97% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #13 holding.
  • Pioneer Wealth Management Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • Pioneer Wealth Management Group's iShares ESG Aware MSCI USA ETF position peaked at $4.13M in Q2 2026.
  • 92 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.