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

Strategic Financial Concepts’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 		– Sell
-2,888
Closed -$408K – 256
2026
Q1 		$408K Buy
2,888
+733
+34% +$108K 0.1% 179
2025
Q4 		$321K Buy
+2,155
New +$319K 0.29% 84
2025
Q2 		– Sell
-2,345
Closed -$286K – 310
2025
Q1 		$286K Buy
2,345
+3
+0.1% +$386 0.05% 244
2024
Q4 		$302K Buy
+2,342
New +$303K 0.06% 239
2024
Q3 		– Sell
-2,346
Closed -$280K – 371
2024
Q2 		$280K Buy
2,346
+3
+0.1% +$345 0.16% 108
2024
Q1 		$269K Buy
2,343
+189
+9% +$20.7K 0.06% 244
2023
Q4 		$226K Sell
2,154
-100
-4% -$9.79K 0.13% 123
2023
Q3 		$212K Sell
2,254
-66
-3% -$6.46K 0.07% 235
2023
Q2 		$226K Buy
2,320
+1
+0% +$92 0.08% 210
2023
Q1 		$210K Buy
+2,319
New +$205K 0.08% 210

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

Strategic Financial Concepts's ESGU Position: Q2 2026 in Review

Strategic Financial Concepts sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 2,888 shares — an estimated $408K sold.

Strategic Financial Concepts first reported a position in ESGU in Q1 2023 and held it in 10 quarters. The position peaked at $408K in Q1 2026. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Strategic Financial Concepts reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 2,888 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $408K.
  • Strategic Financial Concepts first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and held it in 10 quarters.
  • Strategic Financial Concepts's iShares ESG Aware MSCI USA ETF position peaked at $408K in Q1 2026.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.