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Plancorp LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Plancorp LLC’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 		$11.4M Sell
69,531
-2,855
-4% -$451K 0.28% 44
2026
Q1 		$10.7M Sell
72,386
-673
-0.9% -$99.6K 0.3% 37
2025
Q4 		$10.9M Sell
73,059
-3,854
-5% -$570K 0.33% 36
2025
Q3 		$11.2M Sell
76,913
-1,895
-2% -$265K 0.35% 34
2025
Q2 		$10.7M Sell
78,808
-555
-0.7% -$69.3K 0.37% 32
2025
Q1 		$9.68M Sell
79,363
-9,093
-10% -$1.17M 0.38% 33
2024
Q4 		$11.4M Sell
88,456
-7,050
-7% -$913K 0.47% 24
2024
Q3 		$12.1M Sell
95,506
-1,098
-1% -$133K 0.49% 26
2024
Q2 		$11.5M Sell
96,604
-3,663
-4% -$421K 0.5% 25
2024
Q1 		$11.5M Sell
100,267
-1,496
-1% -$164K 0.5% 25
2023
Q4 		$10.7M Buy
101,763
+2,745
+3% +$269K 0.51% 27
2023
Q3 		$9.3M Buy
99,018
+1,623
+2% +$159K 0.5% 26
2023
Q2 		$9.49M Buy
97,395
+232
+0.2% +$21.4K 0.51% 26
2023
Q1 		$8.79M Buy
97,163
+2,650
+3% +$234K 0.49% 25
2022
Q4 		$8.01M Buy
94,513
+18,576
+24% +$1.58M 0.47% 26
2022
Q3 		$6.03M Buy
75,937
+7,609
+11% +$674K 0.4% 29
2022
Q2 		$5.73M Sell
68,328
-5,137
-7% -$469K 0.36% 27
2022
Q1 		$7.45M Buy
73,465
+8,052
+12% +$806K 0.48% 22
2021
Q4 		$7.06M Buy
65,413
+8,224
+14% +$863K 0.45% 24
2021
Q3 		$5.63M Buy
57,189
+1,679
+3% +$170K 0.39% 26
2021
Q2 		$5.47M Buy
55,510
+1,640
+3% +$157K 0.43% 27
2021
Q1 		$4.89M Buy
+53,870
New +$4.79M 1.08% 20

Other funds holding ESGU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Plancorp LLC's ESGU Position: Q2 2026 in Review

Plancorp LLC reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.9% in Q2 2026, selling an estimated $451K and leaving 69,531 shares worth $11.4M. The position accounts for 0.28% of the portfolio, ranked #44.

Plancorp LLC first reported a position in ESGU in Q1 2021 and has held it in 22 quarters since. The position peaked at $12.1M in Q3 2024. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Plancorp LLC held 69,531 shares of iShares ESG Aware MSCI USA ETF worth $11.4M as of Q2 2026.
  • Plancorp LLC sold 2,855 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $451K.
  • iShares ESG Aware MSCI USA ETF made up 0.28% of Plancorp LLC's portfolio in Q2 2026, its #44 holding.
  • Plancorp LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
  • Plancorp LLC's iShares ESG Aware MSCI USA ETF position peaked at $12.1M in Q3 2024.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.