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Strategic Point Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Strategic Point Investment Advisors’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 		$2.03M Buy
12,390
+95
+0.8% +$15K 0.26% 24
2026
Q1 		$1.74M Sell
12,295
-390
-3% -$57.7K 0.25% 25
2025
Q4 		$1.89M Sell
12,685
-155
-1% -$22.9K 0.26% 26
2025
Q3 		$1.87M Buy
12,840
+70
+0.5% +$9.8K 0.27% 26
2025
Q2 		$1.73M Sell
12,770
-805
-6% -$100K 0.27% 25
2025
Q1 		$1.65M Sell
13,575
-70
-0.5% -$9.02K 0.28% 25
2024
Q4 		$1.76M Buy
13,645
+120
+0.9% +$15.5K 0.29% 25
2024
Q3 		$1.71M Sell
13,525
-90
-0.7% -$10.9K 0.28% 24
2024
Q2 		$1.62M Sell
13,615
-25
-0.2% -$2.87K 0.29% 24
2024
Q1 		$1.57M Sell
13,640
-140
-1% -$15.3K 0.28% 24
2023
Q4 		$1.45M Buy
13,780
+520
+4% +$50.9K 0.28% 26
2023
Q3 		$1.25M Buy
+13,260
New +$1.3M 0.27% 28

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 Point Investment Advisors's ESGU Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.77% in Q2 2026, buying an estimated $15K and bringing the position to 12,390 shares worth $2.03M. The position accounts for 0.26% of the portfolio, ranked #24.

Strategic Point Investment Advisors first reported a position in ESGU in Q3 2023 and has held it in 12 quarters since. 412 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Strategic Point Investment Advisors held 12,390 shares of iShares ESG Aware MSCI USA ETF worth $2.03M as of Q2 2026.
  • Strategic Point Investment Advisors bought 95 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $15K.
  • iShares ESG Aware MSCI USA ETF made up 0.26% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • Strategic Point Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and has held it in 12 quarters since.
  • 412 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.