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

Xena 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 		$1.26M Sell
7,720
-801
-9% -$127K 1.21% 18
2026
Q1 		$1.2M Sell
8,521
-657
-7% -$97.2K 1.36% 16
2025
Q4 		$1.37M Buy
+9,178
New +$1.36M 1.61% 14

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

Xena Financial Planning's ESGU Position: Q2 2026 in Review

Xena Financial Planning reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 9.4% in Q2 2026, selling an estimated $127K and leaving 7,720 shares worth $1.26M. The position accounts for 1.21% of the portfolio, ranked #18.

Xena Financial Planning first reported a position in ESGU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.37M in Q4 2025. 860 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Xena Financial Planning held 7,720 shares of iShares ESG Aware MSCI USA ETF worth $1.26M as of Q2 2026.
  • Xena Financial Planning sold 801 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $127K.
  • iShares ESG Aware MSCI USA ETF made up 1.21% of Xena Financial Planning's portfolio in Q2 2026, its #18 holding.
  • Xena Financial Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • Xena Financial Planning's iShares ESG Aware MSCI USA ETF position peaked at $1.37M in Q4 2025.
  • 860 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Xena Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.