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Sowell Financial Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sowell Financial Services’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 		$1.76M Sell
10,724
-209
-2% -$33K 0.06% 341
2026
Q1 		$1.55M Buy
10,933
+50
+0.5% +$7.4K 0.06% 351
2025
Q4 		$1.62M Buy
10,883
+91
+0.8% +$13.5K 0.06% 323
2025
Q3 		$1.57M Sell
10,792
-541
-5% -$75.8K 0.06% 328
2025
Q2 		$1.53M Sell
11,333
-309
-3% -$38.6K 0.06% 318
2025
Q1 		$1.42M Sell
11,642
-54
-0.5% -$6.95K 0.06% 302
2024
Q4 		$1.51M Sell
11,696
-12,773
-52% -$1.65M 0.08% 253
2024
Q3 		$3.09M Sell
24,469
-536
-2% -$65.1K 0.14% 160
2024
Q2 		$2.98M Buy
25,005
+24
+0.1% +$2.76K 0.14% 158
2024
Q1 		$2.87M Sell
24,981
-2,954
-11% -$324K 0.14% 168
2023
Q4 		$2.93M Sell
27,935
-4,394
-14% -$430K 0.16% 148
2023
Q3 		$3.05M Buy
32,329
+5,920
+22% +$580K 0.19% 135
2023
Q2 		$2.57M Buy
26,409
+9,405
+55% +$868K 0.14% 168
2023
Q1 		$1.54M Sell
17,004
-65,229
-79% -$5.77M 0.12% 206
2022
Q4 		$6.97M Buy
82,233
+45,275
+123% +$3.86M 0.45% 43
2022
Q3 		$2.94M Buy
+36,958
New +$3.27M 0.3% 95
2022
Q1 		– Sell
-45,856
Closed -$4.95M – 251
2021
Q4 		$4.95M Buy
45,856
+2,125
+5% +$223K 0.28% 79
2021
Q3 		$4.31M Sell
43,731
-8,854
-17% -$897K 0.29% 87
2021
Q2 		$5.18M Sell
52,585
-49,930
-49% -$4.78M 0.34% 69
2021
Q1 		$9.82M Buy
102,515
+29,370
+40% +$2.61M 0.34% 63
2020
Q4 		$6.29M Sell
73,145
-6,342
-8% -$515K 0.27% 81
2020
Q3 		$6.06M Sell
79,487
-6,689
-8% -$504K 0.3% 74
2020
Q2 		$6.03M Buy
86,176
+35,883
+71% +$2.36M 0.33% 70
2020
Q1 		$2.89M Buy
50,293
+36,929
+276% +$2.51M 0.21% 110
2019
Q4 		$953K Buy
13,364
+1,163
+10% +$79.2K 0.07% 274
2019
Q3 		$798K Buy
+12,201
New +$793K 0.07% 295

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

Sowell Financial Services's ESGU Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.9% in Q2 2026, selling an estimated $33K and leaving 10,724 shares worth $1.76M. The position accounts for 0.06% of the portfolio, ranked #341.

Sowell Financial Services first reported a position in ESGU in Q3 2019 and has held it in 26 quarters since. The position peaked at $9.82M in Q1 2021. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Sowell Financial Services held 10,724 shares of iShares ESG Aware MSCI USA ETF worth $1.76M as of Q2 2026.
  • Sowell Financial Services sold 209 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $33K.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #341 holding.
  • Sowell Financial Services first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2019 and has held it in 26 quarters since.
  • Sowell Financial Services's iShares ESG Aware MSCI USA ETF position peaked at $9.82M in Q1 2021.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.