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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
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 $1.37T 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

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

Sovereign Financial Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.6% in Q1 2026, selling an estimated $12.7K and leaving 3,207 shares worth $454K. The position accounts for 0.08% of the portfolio, ranked #223.

Sovereign Financial Group first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.88M in Q4 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Sovereign Financial Group held 3,207 shares of iShares ESG Aware MSCI USA ETF worth $454K as of Q1 2026.
  • Sovereign Financial Group sold 86 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $12.7K.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of Sovereign Financial Group's portfolio in Q1 2026, its #223 holding.
  • Sovereign Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • Sovereign Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $2.88M in Q4 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.