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

Strategic Blueprint’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 		$10.2M Sell
62,223
-2,333
-4% -$369K 0.51% 46
2026
Q1 		$9.13M Sell
64,556
-699
-1% -$103K 0.53% 47
2025
Q4 		$9.72M Sell
65,255
-473
-0.7% -$69.9K 0.57% 41
2025
Q3 		$9.57M Sell
65,728
-1,614
-2% -$226K 0.42% 59
2025
Q2 		$9.11M Sell
67,342
-1,707
-2% -$213K 0.45% 52
2025
Q1 		$8.42M Sell
69,049
-160
-0.2% -$20.6K 0.46% 55
2024
Q4 		$8.92M Sell
69,209
-2,628
-4% -$340K 0.53% 42
2024
Q3 		$9.06M Sell
71,837
-3,751
-5% -$455K 0.56% 39
2024
Q2 		$9.02M Sell
75,588
-16,017
-17% -$1.84M 0.61% 38
2024
Q1 		$10.5M Sell
91,605
-26,808
-23% -$2.94M 0.75% 28
2023
Q4 		$12.4M Sell
118,413
-25,242
-18% -$2.47M 1.03% 18
2023
Q3 		$13.5M Sell
143,655
-35,291
-20% -$3.46M 1.24% 17
2023
Q2 		$17.4M Sell
178,946
-170,731
-49% -$15.8M 1.66% 9
2023
Q1 		$31.6M Sell
349,677
-59,426
-15% -$5.25M 3.26% 1
2022
Q4 		$34.7M Sell
409,103
-21,299
-5% -$1.82M 4.01% 1
2022
Q3 		$34.2M Sell
430,402
-8,526
-2% -$755K 4.09% 3
2022
Q2 		$36.8M Buy
438,928
+11,059
+3% +$1.01M 4.54% 2
2022
Q1 		$43.4M Buy
427,869
+19,921
+5% +$2M 5.04% 2
2021
Q4 		$44M Buy
407,948
+31,515
+8% +$3.31M 5.55% 1
2021
Q3 		$37.1M Buy
376,433
+26,909
+8% +$2.73M 5.76% 1
2021
Q2 		$34.4M Buy
349,524
+26,050
+8% +$2.49M 5.39% 1
2021
Q1 		$29.4M Buy
323,474
+29,557
+10% +$2.63M 6.25% 1
2020
Q4 		$25.3M Buy
293,917
+41,118
+16% +$3.34M 6.35% 1
2020
Q3 		$19.3M Buy
252,799
+40,871
+19% +$3.08M 5.96% 1
2020
Q2 		$14.8M Buy
211,928
+154,981
+272% +$10.2M 5.23% 2
2020
Q1 		$3.27M Buy
+56,947
New +$3.88M 1.91% 16

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Strategic Blueprint's ESGU Position: Q2 2026 in Review

Strategic Blueprint reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.6% in Q2 2026, selling an estimated $369K and leaving 62,223 shares worth $10.2M. The position accounts for 0.51% of the portfolio, ranked #46.

Strategic Blueprint first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $44M in Q4 2021. 385 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Strategic Blueprint held 62,223 shares of iShares ESG Aware MSCI USA ETF worth $10.2M as of Q2 2026.
  • Strategic Blueprint sold 2,333 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $369K.
  • iShares ESG Aware MSCI USA ETF made up 0.51% of Strategic Blueprint's portfolio in Q2 2026, its #46 holding.
  • Strategic Blueprint first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • Strategic Blueprint's iShares ESG Aware MSCI USA ETF position peaked at $44M in Q4 2021.
  • 385 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.