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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sigma Planning Corp's ESGU Position: Q2 2026 in Review

Sigma Planning Corp held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 1,496 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #1217.

Sigma Planning Corp first reported a position in ESGU in Q1 2020 and has held it in 24 quarters since. The position peaked at $8.51M in Q1 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Sigma Planning Corp held 1,496 shares of iShares ESG Aware MSCI USA ETF worth $245K as of Q2 2026.
  • Sigma Planning Corp left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1217 holding.
  • Sigma Planning Corp first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 24 quarters since.
  • Sigma Planning Corp's iShares ESG Aware MSCI USA ETF position peaked at $8.51M in Q1 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.