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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sigma Planning Corp's ESGU Position: Q1 2026 in Review

Sigma Planning Corp reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2% in Q1 2026, selling an estimated $4.59K and leaving 1,496 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #1218.

Sigma Planning Corp first reported a position in ESGU in Q1 2020 and has held it in 23 quarters since. The position peaked at $8.51M in Q1 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Sigma Planning Corp held 1,496 shares of iShares ESG Aware MSCI USA ETF worth $212K as of Q1 2026.
  • Sigma Planning Corp sold 31 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $4.59K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1218 holding.
  • Sigma Planning Corp first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 23 quarters since.
  • Sigma Planning Corp's iShares ESG Aware MSCI USA ETF position peaked at $8.51M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.