tru Independence’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

tru Independence’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 Q3	$888K	Buy	+5,325	New	+$886K	0.38%	32
2022 Q3	–	Sell	-5,086	Closed	-$427K	–	171
2022 Q2	$427K	Sell	5,086 -2,985	-37%	-$273K	0.14%	95
2022 Q1	$817K	Buy	8,071 +60	+0.7%	+$6.01K	0.22%	77
2021 Q4	$864K	Hold	8,011	–	–	0.24%	77
2021 Q3	$788K	Buy	+8,011	New	+$812K	0.22%	80
2021 Q2	–	Sell	-8,011	Closed	-$762K	–	304
2021 Q1	$762K	Buy	8,011 +252	+3%	+$22.4K	0.14%	143
2020 Q4	$668K	Buy	+7,759	New	+$630K	1.21%	16
2020 Q3	–	Sell	-7,759	Closed	-$543K	–	493
2020 Q2	$543K	Buy	+7,759	New	+$511K	0.08%	165

Other funds holding ESGU

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

tru Independence's ESGU Position: Q3 2026 in Review

tru Independence opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2026: 5,325 shares worth $888K. The stake represents 0.38% of the portfolio and ranks #32 among its holdings. This is a return to the name: tru Independence previously reported a position in ESGU as recently as Q2 2022.

tru Independence first reported a position in ESGU in Q2 2020 and has held it in 8 quarters since. 224 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

tru Independence held 5,325 shares of iShares ESG Aware MSCI USA ETF worth $888K as of Q3 2026.
iShares ESG Aware MSCI USA ETF was a new tru Independence position in Q3 2026.
iShares ESG Aware MSCI USA ETF made up 0.38% of tru Independence's portfolio in Q3 2026, its #32 holding.
tru Independence first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 8 quarters since.
224 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.