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United Financial Planning Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

United Financial Planning Group’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 		$44.4K Hold
271
– – 0.02% 103
2026
Q1 		$38.3K Buy
271
+1
+0.4% +$148 0.02% 98
2025
Q4 		$40.2K Buy
270
+1
+0.4% +$148 0.02% 102
2025
Q3 		$39.2K Buy
+269
New +$37.7K 0.02% 91

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

United Financial Planning Group's ESGU Position: Q2 2026 in Review

United Financial Planning Group held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 271 shares worth $44.4K. The position accounts for 0.02% of the portfolio, ranked #103.

United Financial Planning Group first reported a position in ESGU in Q3 2025 and has held it in 4 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • United Financial Planning Group held 271 shares of iShares ESG Aware MSCI USA ETF worth $44.4K as of Q2 2026.
  • United Financial Planning Group left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #103 holding.
  • United Financial Planning Group first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.