TS Financial Group (TSFG)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

TS Financial Group (TSFG)’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 Q1	$1K	Hold	6	–	–	﹤0.01%	778
2025 Q4	$1K	Hold	6	–	–	﹤0.01%	777
2025 Q3	$1K	Hold	6	–	–	﹤0.01%	790
2025 Q2	$1K	Hold	6	–	–	﹤0.01%	764
2025 Q1	$1K	Hold	6	–	–	﹤0.01%	758
2024 Q4	$1K	Buy	+6	New	+$777	﹤0.01%	702
2021 Q1	–	Sell	-461	Closed	-$40K	–	803
2020 Q4	$40K	Buy	461 +107	+30%	+$8.69K	0.02%	281
2020 Q3	$27K	Hold	354	–	–	0.02%	292
2020 Q2	$25K	Buy	354 +144	+69%	+$9.48K	0.02%	291
2020 Q1	$12K	Buy	+210	New	+$14.3K	0.01%	348

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TS Financial Group (TSFG)'s ESGU Position: Q1 2026 in Review

TS Financial Group (TSFG) held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

TS Financial Group (TSFG) first reported a position in ESGU in Q1 2020 and has held it in 10 quarters since. The position peaked at $40K in Q4 2020. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

TS Financial Group (TSFG) held 6 shares of iShares ESG Aware MSCI USA ETF worth $1K as of Q1 2026.
TS Financial Group (TSFG) left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q1 2026, its #778 holding.
TS Financial Group (TSFG) first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 10 quarters since.
TS Financial Group (TSFG)'s iShares ESG Aware MSCI USA ETF position peaked at $40K in Q4 2020.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2026, filed 27 Apr 2026.