SignatureFD
ESGU icon

SignatureFD’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

SignatureFD’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 		$755K Buy
4,529
+48
+1% +$7.99K 0.01% 557
2026
Q2 		$733K Buy
4,481
+42
+0.9% +$6.64K 0.01% 540
2026
Q1 		$628K Buy
4,439
+55
+1% +$8.14K 0.01% 530
2025
Q4 		$653K Buy
4,384
+93
+2% +$13.8K 0.01% 508
2025
Q3 		$625K Buy
4,291
+19
+0.4% +$2.66K 0.01% 516
2025
Q2 		$578K Sell
4,272
-120
-3% -$15K 0.01% 520
2025
Q1 		$535K Sell
4,392
-181
-4% -$23.3K 0.01% 505
2024
Q4 		$589K Buy
4,573
+504
+12% +$65.3K 0.01% 472
2024
Q3 		$513K Buy
4,069
+297
+8% +$36.1K 0.01% 520
2024
Q2 		$450K Buy
3,772
+234
+7% +$26.9K 0.01% 530
2024
Q1 		$407K Buy
3,538
+223
+7% +$24.4K 0.01% 579
2023
Q4 		$348K Sell
3,315
-13
-0.4% -$1.27K 0.01% 595
2023
Q3 		$313K Buy
3,328
+613
+23% +$60K 0.01% 583
2023
Q2 		$265K Buy
2,715
+307
+13% +$28.3K 0.01% 653
2023
Q1 		$218K Sell
2,408
-228
-9% -$20.2K 0.01% 700
2022
Q4 		$223K Buy
2,636
+468
+22% +$39.9K 0.01% 665
2022
Q3 		$172K Buy
2,168
+619
+40% +$54.8K 0.01% 733
2022
Q2 		$130K Buy
1,549
+2
+0.1% +$183 ﹤0.01% 862
2022
Q1 		$157K Hold
1,547
– – ﹤0.01% 824
2021
Q4 		$167K Hold
1,547
– – 0.01% 793
2021
Q3 		$152K Buy
1,547
+76
+5% +$7.7K 0.01% 803
2021
Q2 		$145K Buy
1,471
+320
+28% +$30.6K 0.01% 799
2021
Q1 		$105K Buy
+1,151
New +$102K ﹤0.01% 852

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
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
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

SignatureFD's ESGU Position: Q3 2026 in Review

SignatureFD increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.1% in Q3 2026, buying an estimated $7.99K and bringing the position to 4,529 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #557.

SignatureFD first reported a position in ESGU in Q1 2021 and has held it in 23 quarters since. 271 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • SignatureFD held 4,529 shares of iShares ESG Aware MSCI USA ETF worth $755K as of Q3 2026.
  • SignatureFD bought 48 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $7.99K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of SignatureFD's portfolio in Q3 2026, its #557 holding.
  • SignatureFD first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 23 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.