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Planning Alternatives’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Planning Alternatives’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 		$5.34M Buy
32,609
+49
+0.2% +$7.75K 0.57% 16
2026
Q1 		$4.6M Sell
32,560
-3,210
-9% -$475K 0.59% 14
2025
Q4 		$5.33M Buy
35,770
+3,229
+10% +$477K 0.67% 14
2025
Q3 		$4.74M Buy
32,541
+1,088
+3% +$152K 0.61% 14
2025
Q2 		$4.26M Buy
31,453
+177
+0.6% +$22.1K 0.59% 14
2025
Q1 		$3.81M Buy
31,276
+1,593
+5% +$205K 0.58% 15
2024
Q4 		$3.82M Buy
29,683
+1,526
+5% +$198K 0.59% 14
2024
Q3 		$3.55M Buy
28,157
+1,275
+5% +$155K 0.54% 15
2024
Q2 		$3.21M Buy
26,882
+700
+3% +$80.4K 0.52% 15
2024
Q1 		$3.01M Buy
26,182
+140
+0.5% +$15.3K 0.49% 16
2023
Q4 		$2.73M Sell
26,042
-1,301
-5% -$127K 0.48% 17
2023
Q3 		$2.57M Buy
27,343
+1,414
+5% +$138K 0.5% 16
2023
Q2 		$2.53M Hold
25,929
– – 0.46% 17
2023
Q1 		$2.35M Hold
25,929
– – 0.46% 17
2022
Q4 		$2.2M Sell
25,929
-2,195
-8% -$187K 0.4% 18
2022
Q3 		$2.23M Buy
28,124
+7,955
+39% +$704K 0.47% 15
2022
Q2 		$1.69M Buy
20,169
+5,114
+34% +$467K 0.32% 18
2022
Q1 		$1.53M Buy
15,055
+1,498
+11% +$150K 0.24% 20
2021
Q4 		$1.46M Buy
13,557
+3,398
+33% +$357K 0.23% 20
2021
Q3 		$1M Sell
10,159
-8
-0.1% -$811 0.16% 27
2021
Q2 		$1M Buy
10,167
+6,085
+149% +$582K 0.16% 26
2021
Q1 		$371K Sell
4,082
-26
-0.6% -$2.31K 0.06% 34
2020
Q4 		$353K Hold
4,108
– – 0.06% 34
2020
Q3 		$313K Buy
+4,108
New +$309K 0.06% 38

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Planning Alternatives's ESGU Position: Q2 2026 in Review

Planning Alternatives increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.15% in Q2 2026, buying an estimated $7.75K and bringing the position to 32,609 shares worth $5.34M. The position accounts for 0.57% of the portfolio, ranked #16.

Planning Alternatives first reported a position in ESGU in Q3 2020 and has held it in 24 quarters since. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Planning Alternatives held 32,609 shares of iShares ESG Aware MSCI USA ETF worth $5.34M as of Q2 2026.
  • Planning Alternatives bought 49 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $7.75K.
  • iShares ESG Aware MSCI USA ETF made up 0.57% of Planning Alternatives's portfolio in Q2 2026, its #16 holding.
  • Planning Alternatives first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 24 quarters since.
  • 862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.