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SNS Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

SNS Financial Group’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 		$1.44M Buy
10,195
+79
+0.8% +$11.7K 0.12% 69
2025
Q4 		$1.51M Sell
10,116
-1,392
-12% -$206K 0.13% 66
2025
Q3 		$1.68M Buy
11,508
+176
+2% +$24.6K 0.15% 60
2025
Q2 		$1.53M Buy
11,332
+675
+6% +$84.3K 0.15% 59
2025
Q1 		$1.3M Sell
10,657
-596
-5% -$76.8K 0.13% 70
2024
Q4 		$1.45M Buy
11,253
+593
+6% +$76.8K 0.15% 63
2024
Q3 		$1.35M Sell
10,660
-98
-0.9% -$11.9K 0.14% 75
2024
Q2 		$1.28M Buy
10,758
+2,008
+23% +$231K 0.14% 72
2024
Q1 		$1.01M Buy
8,750
+179
+2% +$19.6K 0.11% 85
2023
Q4 		$899K Buy
8,571
+608
+8% +$59.5K 0.11% 86
2023
Q3 		$751K Buy
7,963
+433
+6% +$42.4K 0.1% 87
2023
Q2 		$734K Buy
7,530
+275
+4% +$25.4K 0.1% 91
2023
Q1 		$656K Sell
7,255
-205
-3% -$18.1K 0.09% 97
2022
Q4 		$632K Hold
7,460
– – 0.09% 97
2022
Q3 		$592K Buy
7,460
+2,790
+60% +$247K 0.09% 99
2022
Q2 		$392K Buy
4,670
+1,658
+55% +$151K 0.05% 127
2022
Q1 		$305K Buy
3,012
+243
+9% +$24.3K 0.03% 163
2021
Q4 		$299K Buy
+2,769
New +$291K 0.03% 177

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

SNS Financial Group's ESGU Position: Q1 2026 in Review

SNS Financial Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.78% in Q1 2026, buying an estimated $11.7K and bringing the position to 10,195 shares worth $1.44M. The position accounts for 0.12% of the portfolio, ranked #69.

SNS Financial Group first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.68M in Q3 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • SNS Financial Group held 10,195 shares of iShares ESG Aware MSCI USA ETF worth $1.44M as of Q1 2026.
  • SNS Financial Group bought 79 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $11.7K.
  • iShares ESG Aware MSCI USA ETF made up 0.12% of SNS Financial Group's portfolio in Q1 2026, its #69 holding.
  • SNS Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • SNS Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $1.68M in Q3 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.