Sigma Planning Corp
ESGU icon

Sigma Planning Corp’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sigma Planning Corp’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 		$229K Sell
1,372
-124
-8% -$20.6K 0.01% 1184
2026
Q2 		$245K Hold
1,496
– – 0.01% 1217
2026
Q1 		$212K Sell
1,496
-31
-2% -$4.59K 0.01% 1218
2025
Q4 		$227K Sell
1,527
-33
-2% -$4.88K 0.01% 1154
2025
Q3 		$227K Buy
+1,560
New +$218K 0.01% 1160
2025
Q1 		– Sell
-3,435
Closed -$443K – 1226
2024
Q4 		$443K Buy
3,435
+41
+1% +$5.31K 0.01% 780
2024
Q3 		$428K Sell
3,394
-471
-12% -$57.2K 0.01% 800
2024
Q2 		$461K Sell
3,865
-7,915
-67% -$909K 0.01% 757
2024
Q1 		$1.35M Buy
11,780
+2,763
+31% +$303K 0.04% 414
2023
Q4 		$946K Sell
9,017
-7,589
-46% -$743K 0.07% 279
2023
Q3 		$1.56M Sell
16,606
-4,969
-23% -$487K 0.06% 330
2023
Q2 		$2.1M Sell
21,575
-16,901
-44% -$1.56M 0.08% 273
2023
Q1 		$3.48M Sell
38,476
-6,060
-14% -$536K 0.12% 181
2022
Q4 		$3.77M Sell
44,536
-3,096
-6% -$264K 0.13% 164
2022
Q3 		$3.78M Sell
47,632
-18,526
-28% -$1.64M 0.14% 154
2022
Q2 		$5.55M Sell
66,158
-17,848
-21% -$1.63M 0.19% 116
2022
Q1 		$8.51M Buy
84,006
+24,719
+42% +$2.48M 0.26% 74
2021
Q4 		$6.4M Buy
59,287
+2,761
+5% +$290K 0.18% 112
2021
Q3 		$5.57M Buy
56,526
+2,409
+4% +$244K 0.17% 126
2021
Q2 		$5.33M Sell
54,117
-228
-0.4% -$21.8K 0.16% 140
2021
Q1 		$4.94M Buy
54,345
+2,063
+4% +$183K 0.16% 153
2020
Q4 		$4.5M Buy
52,282
+10,003
+24% +$812K 0.15% 147
2020
Q3 		$3.22M Sell
42,279
-3,631
-8% -$273K 0.13% 178
2020
Q2 		$3.21M Buy
45,910
+31,594
+221% +$2.08M 0.14% 157
2020
Q1 		$823K Buy
+14,316
New +$974K 0.05% 361

Other funds holding ESGU

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Sigma Planning Corp's ESGU Position: Q3 2026 in Review

Sigma Planning Corp reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 8.3% in Q3 2026, selling an estimated $20.6K and leaving 1,372 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #1184.

Sigma Planning Corp first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.51M in Q1 2022. 314 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Sigma Planning Corp held 1,372 shares of iShares ESG Aware MSCI USA ETF worth $229K as of Q3 2026.
  • Sigma Planning Corp sold 124 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $20.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1184 holding.
  • Sigma Planning Corp first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • Sigma Planning Corp's iShares ESG Aware MSCI USA ETF position peaked at $8.51M in Q1 2022.
  • 314 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.