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

Pure Financial Advisors’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 Q1	$2.98M	Buy	21,051 +5,822	+38%	+$861K	0.04%	139
2025 Q4	$2.27M	Buy	15,229 +817	+6%	+$121K	0.03%	154
2025 Q3	$2.1M	Sell	14,412 -1,883	-12%	-$264K	0.03%	154
2025 Q2	$2.2M	Buy	16,295 +5,526	+51%	+$690K	0.04%	147
2025 Q1	$1.31M	Buy	10,769 +781	+8%	+$101K	0.03%	153
2024 Q4	$1.29M	Buy	9,988 +477	+5%	+$61.8K	0.03%	150
2024 Q3	$1.2M	Buy	9,511 +2,729	+40%	+$331K	0.03%	141
2024 Q2	$809K	Sell	6,782 -4,135	-38%	-$475K	0.02%	159
2024 Q1	$1.26M	Sell	10,917 -2	-0%	-$219	0.04%	138
2023 Q4	$1.15M	Buy	10,919 +5,077	+87%	+$497K	0.04%	136
2023 Q3	$549K	Buy	5,842 +808	+16%	+$79.1K	0.02%	164
2023 Q2	$491K	Sell	5,034 -593	-11%	-$54.8K	0.02%	165
2023 Q1	$509K	Sell	5,627 -1,128	-17%	-$99.7K	0.02%	161
2022 Q4	$572K	Buy	6,755 +1,028	+18%	+$87.7K	0.03%	149
2022 Q3	$455K	Sell	5,727 -250	-4%	-$22.1K	0.03%	153
2022 Q2	$501K	Buy	+5,977	New	+$546K	0.03%	155
2022 Q1	–	Sell	-2,999	Closed	-$324K	–	225
2021 Q4	$324K	Buy	+2,999	New	+$315K	0.02%	162

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pure Financial Advisors's ESGU Position: Q1 2026 in Review

Pure Financial Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 38% in Q1 2026, buying an estimated $861K and bringing the position to 21,051 shares worth $2.98M. The position accounts for 0.04% of the portfolio, ranked #139.

Pure Financial Advisors first reported a position in ESGU in Q4 2021 and has held it in 17 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Pure Financial Advisors held 21,051 shares of iShares ESG Aware MSCI USA ETF worth $2.98M as of Q1 2026.
Pure Financial Advisors bought 5,822 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $861K.
iShares ESG Aware MSCI USA ETF made up 0.04% of Pure Financial Advisors's portfolio in Q1 2026, its #139 holding.
Pure Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 17 quarters since.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.