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

Security 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 		$238K Sell
1,453
-103
-7% -$16.3K 0.03% 187
2026
Q1 		$220K Hold
1,556
– – 0.03% 188
2025
Q4 		$232K Sell
1,556
-206
-12% -$30.5K 0.04% 204
2025
Q3 		$257K Hold
1,762
– – 0.04% 187
2025
Q2 		$238K Sell
1,762
-96
-5% -$12K 0.04% 170
2025
Q1 		$227K Sell
1,858
-194
-9% -$25K 0.05% 159
2024
Q4 		$264K Sell
2,052
-133
-6% -$17.2K 0.05% 149
2024
Q3 		$276K Hold
2,185
– – 0.06% 141
2024
Q2 		$261K Sell
2,185
-91
-4% -$10.5K 0.06% 139
2024
Q1 		$262K Sell
2,276
-515
-18% -$56.4K 0.06% 159
2023
Q4 		$293K Sell
2,791
-232
-8% -$22.7K 0.07% 129
2023
Q3 		$284K Sell
3,023
-479
-14% -$46.9K 0.08% 128
2023
Q2 		$341K Sell
3,502
-76
-2% -$7.02K 0.1% 112
2023
Q1 		$324K Sell
3,578
-2,333
-39% -$206K 0.1% 114
2022
Q4 		$501K Sell
5,911
-230
-4% -$19.6K 0.16% 94
2022
Q3 		$488K Sell
6,141
-390,677
-98% -$34.6M 0.17% 91
2022
Q2 		$33.3M Buy
396,818
+1,902
+0.5% +$174K 10.61% 2
2022
Q1 		$40M Buy
394,916
+87,011
+28% +$8.72M 12.68% 2
2021
Q4 		$33.2M Buy
+307,905
New +$32.3M 11.08% 1

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

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

Security Financial Services reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.6% in Q2 2026, selling an estimated $16.3K and leaving 1,453 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #187.

Security Financial Services first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. The position peaked at $40M in Q1 2022. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Security Financial Services held 1,453 shares of iShares ESG Aware MSCI USA ETF worth $238K as of Q2 2026.
  • Security Financial Services sold 103 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $16.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Security Financial Services's portfolio in Q2 2026, its #187 holding.
  • Security Financial Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • Security Financial Services's iShares ESG Aware MSCI USA ETF position peaked at $40M in Q1 2022.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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