SigFig Wealth Management
ESGU icon

SigFig Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

SigFig Wealth Management’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 		$3.41M Sell
20,459
-1,306
-6% -$217K 0.09% 65
2026
Q2 		$3.54M Sell
21,765
-521
-2% -$82.4K 0.09% 61
2026
Q1 		$3.15M Buy
22,286
+126
+0.6% +$18.6K 0.09% 67
2025
Q4 		$3.3M Sell
22,160
-2,414
-10% -$357K 0.1% 72
2025
Q3 		$3.57M Buy
24,574
+6,235
+34% +$873K 0.11% 69
2025
Q2 		$2.46M Buy
18,339
+2,480
+16% +$310K 0.08% 79
2025
Q1 		$1.92M Buy
15,859
+1,613
+11% +$208K 0.07% 83
2024
Q4 		$1.84M Sell
14,246
-149
-1% -$19.3K 0.07% 82
2024
Q3 		$1.81M Buy
14,395
+338
+2% +$41K 0.07% 82
2024
Q2 		$1.68M Sell
14,057
-2,504
-15% -$288K 0.06% 81
2024
Q1 		$1.9M Sell
16,561
-15,420
-48% -$1.69M 0.07% 82
2023
Q4 		$3.36M Buy
31,981
+3,018
+10% +$296K 0.13% 62
2023
Q3 		$2.72M Sell
28,963
-19,642
-40% -$1.92M 0.11% 69
2023
Q2 		$4.68M Sell
48,605
-2,638
-5% -$244K 0.18% 56
2023
Q1 		$4.63M Sell
51,243
-74,073
-59% -$6.55M 0.26% 49
2022
Q4 		$16.3M Sell
125,316
-17,538
-12% -$1.5M 0.81% 22
2022
Q3 		$16.2M Buy
142,854
+6,744
+5% +$597K 0.85% 22
2022
Q2 		$15.3M Sell
136,110
-2,592
-2% -$237K 0.79% 22
2022
Q1 		$13.7M Buy
138,702
+19,971
+17% +$2M 0.66% 21
2021
Q4 		$12.5M Buy
118,731
+20,892
+21% +$2.19M 0.59% 24
2021
Q3 		$9.63M Buy
97,839
+26,348
+37% +$2.67M 0.48% 27
2021
Q2 		$7.04M Buy
71,491
+15,232
+27% +$1.46M 0.37% 28
2021
Q1 		$5.11M Buy
56,259
+14,418
+34% +$1.28M 0.31% 30
2020
Q4 		$3.6M Buy
41,841
+19,430
+87% +$1.58M 0.26% 33
2020
Q3 		$1.7M Buy
22,411
+8,640
+63% +$651K 0.15% 41
2020
Q2 		$964K Buy
13,771
+10,173
+283% +$670K 0.1% 42
2020
Q1 		$207K Buy
+3,598
New +$245K 0.03% 53

Other funds holding ESGU

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

SigFig Wealth Management's ESGU Position: Q3 2026 in Review

SigFig Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6% in Q3 2026, selling an estimated $217K and leaving 20,459 shares worth $3.41M. The position accounts for 0.09% of the portfolio, ranked #65.

SigFig Wealth Management first reported a position in ESGU in Q1 2020 and has held it in 27 quarters since. The position peaked at $16.3M in Q4 2022. 106 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • SigFig Wealth Management held 20,459 shares of iShares ESG Aware MSCI USA ETF worth $3.41M as of Q3 2026.
  • SigFig Wealth Management sold 1,306 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $217K.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of SigFig Wealth Management's portfolio in Q3 2026, its #65 holding.
  • SigFig Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 27 quarters since.
  • SigFig Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $16.3M in Q4 2022.
  • 106 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.