Proactive Wealth Strategies
ESGU icon

Proactive Wealth Strategies’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Proactive Wealth Strategies’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 		$585K Buy
3,504
+7
+0.2% +$1.16K 0.09% 137
2026
Q2 		$572K Buy
3,497
+8
+0.2% +$1.26K 0.09% 140
2026
Q1 		$494K Buy
3,489
+1,749
+101% +$259K 0.09% 141
2025
Q4 		$259K Buy
1,740
+5
+0.3% +$739 0.1% 132
2025
Q3 		$253K Buy
+1,735
New +$243K 0.11% 126

Other funds holding ESGU

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Proactive Wealth Strategies's ESGU Position: Q3 2026 in Review

Proactive Wealth Strategies increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.2% in Q3 2026, buying an estimated $1.16K and bringing the position to 3,504 shares worth $585K. The position accounts for 0.09% of the portfolio, ranked #137.

Proactive Wealth Strategies first reported a position in ESGU in Q3 2025 and has held it in 5 quarters since. 647 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Proactive Wealth Strategies held 3,504 shares of iShares ESG Aware MSCI USA ETF worth $585K as of Q3 2026.
  • Proactive Wealth Strategies bought 7 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $1.16K.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of Proactive Wealth Strategies's portfolio in Q3 2026, its #137 holding.
  • Proactive Wealth Strategies first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2025 and has held it in 5 quarters since.
  • 647 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.