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Prospera Financial Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Prospera Financial Services’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 		$1.11M Buy
6,760
+440
+7% +$69.6K 0.02% 723
2026
Q1 		$894K Buy
6,320
+141
+2% +$20.9K 0.01% 759
2025
Q4 		$921K Buy
6,179
+2,324
+60% +$344K 0.02% 700
2025
Q3 		$561K Buy
3,855
+798
+26% +$112K 0.01% 890
2025
Q2 		$414K Buy
3,057
+195
+7% +$24.3K 0.01% 974
2025
Q1 		$349K Sell
2,862
-338
-11% -$43.5K 0.01% 927
2024
Q4 		$413K Sell
3,200
-128
-4% -$16.6K 0.01% 810
2024
Q3 		$420K Buy
3,328
+312
+10% +$37.9K 0.01% 779
2024
Q2 		$360K Sell
3,016
-46
-2% -$5.28K 0.01% 840
2024
Q1 		$352K Buy
3,062
+827
+37% +$90.6K 0.01% 841
2023
Q4 		$234K Sell
2,235
-65
-3% -$6.37K 0.01% 942
2023
Q3 		$216K Sell
2,300
-112
-5% -$11K 0.01% 925
2023
Q2 		$235K Buy
+2,412
New +$223K 0.01% 901
2022
Q2 		– Sell
-1,522
Closed -$154K – 1896
2022
Q1 		$154K Buy
+1,522
New +$152K 0.01% 963

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

Prospera Financial Services's ESGU Position: Q2 2026 in Review

Prospera Financial Services increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 7% in Q2 2026, buying an estimated $69.6K and bringing the position to 6,760 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #723.

Prospera Financial Services first reported a position in ESGU in Q1 2022 and has held it in 14 quarters since. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Prospera Financial Services held 6,760 shares of iShares ESG Aware MSCI USA ETF worth $1.11M as of Q2 2026.
  • Prospera Financial Services bought 440 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $69.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #723 holding.
  • Prospera Financial Services first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and has held it in 14 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.