XY Planning Network’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

XY Planning Network’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	$955K	Buy	5,834 +224	+4%	+$35.4K	0.12%	151
2026 Q1	$799K	Sell	5,610 -730	-12%	-$108K	0.13%	150
2025 Q4	$945K	Buy	6,340 +353	+6%	+$52.2K	0.16%	126
2025 Q3	$810K	Hold	5,987	–	–	0.28%	84
2025 Q2	$810K	Buy	+5,987	New	+$747K	0.28%	84

Other funds holding ESGU

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

XY Planning Network's ESGU Position: Q2 2026 in Review

XY Planning Network increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4% in Q2 2026, buying an estimated $35.4K and bringing the position to 5,834 shares worth $955K. The position accounts for 0.12% of the portfolio, ranked #151.

XY Planning Network first reported a position in ESGU in Q2 2025 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

XY Planning Network held 5,834 shares of iShares ESG Aware MSCI USA ETF worth $955K as of Q2 2026.
XY Planning Network bought 224 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $35.4K.
iShares ESG Aware MSCI USA ETF made up 0.12% of XY Planning Network's portfolio in Q2 2026, its #151 holding.
XY Planning Network first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.