Trademark Financial Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Trademark Financial Management’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	$375K	Hold	2,290	–	–	0.15%	87
2026 Q1	$324K	Hold	2,290	–	–	0.16%	85
2025 Q4	$341K	Hold	2,290	–	–	0.19%	80
2025 Q3	$333K	Hold	2,290	–	–	0.19%	76
2025 Q2	$310K	Buy	2,290 +42	+2%	+$5.24K	0.19%	72
2025 Q1	$274K	Hold	2,248	–	–	0.21%	75
2024 Q4	$290K	Hold	2,248	–	–	0.23%	75
2024 Q3	$284K	Hold	2,248	–	–	0.23%	75
2024 Q2	$268K	Sell	2,248 -6	-0.3%	-$689	0.22%	73
2024 Q1	$259K	Sell	2,254 -24	-1%	-$2.63K	0.21%	71
2023 Q4	$239K	Buy	+2,278	New	+$223K	0.18%	84

Other funds holding ESGU

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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 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 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

Trademark Financial Management's ESGU Position: Q2 2026 in Review

Trademark Financial Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,290 shares worth $375K. The position accounts for 0.15% of the portfolio, ranked #87.

Trademark Financial Management first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. 412 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Trademark Financial Management held 2,290 shares of iShares ESG Aware MSCI USA ETF worth $375K as of Q2 2026.
Trademark Financial Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.15% of Trademark Financial Management's portfolio in Q2 2026, its #87 holding.
Trademark Financial Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
412 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.