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

Sovereign 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
Q2 		$594K Buy
3,630
+423
+13% +$66.9K 0.09% 199
2026
Q1 		$454K Sell
3,207
-86
-3% -$12.7K 0.08% 223
2025
Q4 		$491K Sell
3,293
-1,051
-24% -$155K 0.08% 198
2025
Q3 		$632K Buy
4,344
+326
+8% +$45.7K 0.12% 157
2025
Q2 		$544K Sell
4,018
-962
-19% -$120K 0.11% 165
2025
Q1 		$607K Buy
4,980
+212
+4% +$27.3K 0.14% 141
2024
Q4 		$614K Buy
4,768
+676
+17% +$87.6K 0.14% 134
2024
Q3 		$516K Sell
4,092
-139
-3% -$16.9K 0.12% 158
2024
Q2 		$505K Sell
4,231
-340
-7% -$39.1K 0.13% 151
2024
Q1 		$525K Sell
4,571
-5,457
-54% -$598K 0.14% 145
2023
Q4 		$1.05M Sell
10,028
-1,007
-9% -$98.6K 0.32% 66
2023
Q3 		$1.04M Sell
11,035
-4,510
-29% -$442K 0.37% 59
2023
Q2 		$1.51M Sell
15,545
-4,144
-21% -$383K 0.49% 47
2023
Q1 		$1.78M Sell
19,689
-14,318
-42% -$1.27M 0.66% 36
2022
Q4 		$2.88M Buy
34,007
+13,252
+64% +$1.13M 1.14% 20
2022
Q3 		$1.65M Sell
20,755
-194
-0.9% -$17.2K 0.67% 34
2022
Q2 		$1.76M Buy
20,949
+3,175
+18% +$290K 0.69% 36
2022
Q1 		$1.8M Buy
17,774
+650
+4% +$65.1K 0.67% 40
2021
Q4 		$1.85M Buy
+17,124
New +$1.8M 0.74% 34

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

Sovereign Financial Group's ESGU Position: Q2 2026 in Review

Sovereign Financial Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 13% in Q2 2026, buying an estimated $66.9K and bringing the position to 3,630 shares worth $594K. The position accounts for 0.09% of the portfolio, ranked #199.

Sovereign Financial Group first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.88M in Q4 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Sovereign Financial Group held 3,630 shares of iShares ESG Aware MSCI USA ETF worth $594K as of Q2 2026.
  • Sovereign Financial Group bought 423 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $66.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of Sovereign Financial Group's portfolio in Q2 2026, its #199 holding.
  • Sovereign Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • Sovereign Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $2.88M in Q4 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.