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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valtinson Bruner Financial Planning's ESGU Position: Q1 2026 in Review

Valtinson Bruner Financial Planning reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.7% in Q1 2026, selling an estimated $15.7K and leaving 2,795 shares worth $395K. 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 29 quarters since. The position peaked at $545K in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Valtinson Bruner Financial Planning held 2,795 shares of iShares ESG Aware MSCI USA ETF worth $395K as of Q1 2026.
  • Valtinson Bruner Financial Planning sold 106 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $15.7K.
  • iShares ESG Aware MSCI USA ETF made up 0.11% of Valtinson Bruner Financial Planning's portfolio in Q1 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 29 quarters since.
  • Valtinson Bruner Financial Planning's iShares ESG Aware MSCI USA ETF position peaked at $545K in Q4 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.