Prosperitas Financial
ESGU icon

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

Prosperitas Financial’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 		$629K Buy
3,769
+347
+10% +$57.8K 0.19% 53
2026
Q2 		$560K Buy
3,422
+551
+19% +$87.1K 0.18% 50
2026
Q1 		$406K Buy
2,871
+85
+3% +$12.6K 0.15% 59
2025
Q4 		$415K Buy
2,786
+438
+19% +$64.8K 0.16% 51
2025
Q3 		$342K Buy
2,348
+153
+7% +$21.4K 0.14% 50
2025
Q2 		$297K Buy
2,195
+210
+11% +$26.2K 0.14% 46
2025
Q1 		$242K Buy
+1,985
New +$256K 0.13% 51

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
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Prosperitas Financial's ESGU Position: Q3 2026 in Review

Prosperitas Financial increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 10% in Q3 2026, buying an estimated $57.8K and bringing the position to 3,769 shares worth $629K. The position accounts for 0.19% of the portfolio, ranked #53.

Prosperitas Financial first reported a position in ESGU in Q1 2025 and has held it in 7 quarters since. 796 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Prosperitas Financial held 3,769 shares of iShares ESG Aware MSCI USA ETF worth $629K as of Q3 2026.
  • Prosperitas Financial bought 347 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $57.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.19% of Prosperitas Financial's portfolio in Q3 2026, its #53 holding.
  • Prosperitas Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 7 quarters since.
  • 796 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Prosperitas Financial's 13F filing for Q3 2026, filed 28 Oct 2026.