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Valtinson Bruner Financial Planning’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Valtinson Bruner Financial Planning’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 		$457K Hold
2,795
– – 0.11% 99
2026
Q1 		$395K Sell
2,795
-106
-4% -$15.7K 0.11% 99
2025
Q4 		$432K Sell
2,901
-779
-21% -$115K 0.12% 90
2025
Q3 		$536K Buy
3,680
+636
+21% +$89.1K 0.16% 77
2025
Q2 		$412K Buy
3,044
+86
+3% +$10.7K 0.13% 87
2025
Q1 		$361K Buy
2,958
+320
+12% +$41.2K 0.12% 91
2024
Q4 		$340K Buy
2,638
+541
+26% +$70.1K 0.12% 104
2024
Q3 		$265K Hold
2,097
– – 0.09% 115
2024
Q2 		$250K Sell
2,097
-4
-0.2% -$459 0.1% 108
2024
Q1 		$242K Sell
2,101
-1,017
-33% -$111K 0.1% 106
2023
Q4 		$327K Buy
3,118
+9
+0.3% +$881 0.17% 92
2023
Q3 		$292K Sell
3,109
-64
-2% -$6.27K 0.16% 95
2023
Q2 		$309K Buy
3,173
+42
+1% +$3.88K 0.17% 92
2023
Q1 		$283K Sell
3,131
-186
-6% -$16.4K 0.16% 99
2022
Q4 		$288K Sell
3,317
-20
-0.6% -$1.71K 0.17% 95
2022
Q3 		$265K Sell
3,337
-369
-10% -$32.7K 0.16% 84
2022
Q2 		$311K Sell
3,706
-833
-18% -$76.1K 0.19% 74
2022
Q1 		$444K Sell
4,539
-510
-10% -$51.1K 0.25% 66
2021
Q4 		$545K Buy
5,049
+1,193
+31% +$125K 0.3% 59
2021
Q3 		$401K Sell
3,856
-83
-2% -$8.41K 0.22% 68
2021
Q2 		$397K Sell
3,939
-121
-3% -$11.6K 0.23% 64
2021
Q1 		$388K Sell
4,060
-29
-0.7% -$2.58K 0.23% 60
2020
Q4 		$357K Buy
4,089
+809
+25% +$65.7K 0.22% 58
2020
Q3 		$247K Buy
3,280
+109
+3% +$8.21K 0.17% 66
2020
Q2 		$241K Buy
+3,171
New +$209K 0.17% 69
2020
Q1 		– Sell
-3,416
Closed -$245K – 74
2019
Q4 		$245K Sell
3,416
-48
-1% -$3.27K 0.18% 65
2019
Q3 		$227K Sell
3,464
-1,381
-29% -$89.8K 0.18% 60
2019
Q2 		$313K Buy
4,845
+37
+0.8% +$2.35K 0.26% 38
2019
Q1 		$299K Buy
4,808
+42
+0.9% +$2.51K 0.26% 35
2018
Q4 		$262K Buy
+4,766
New +$282K 0.27% 31

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

Valtinson Bruner Financial Planning's ESGU Position: Q2 2026 in Review

Valtinson Bruner Financial Planning held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,795 shares worth $457K. The position accounts for 0.11% of the portfolio, ranked #99.

Valtinson Bruner Financial Planning first reported a position in ESGU in Q4 2018 and has held it in 30 quarters since. The position peaked at $545K in Q4 2021. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Valtinson Bruner Financial Planning held 2,795 shares of iShares ESG Aware MSCI USA ETF worth $457K as of Q2 2026.
  • Valtinson Bruner Financial Planning left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.11% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #99 holding.
  • Valtinson Bruner Financial Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2018 and has held it in 30 quarters since.
  • Valtinson Bruner Financial Planning's iShares ESG Aware MSCI USA ETF position peaked at $545K in Q4 2021.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.