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 Q3	$940K	Sell	5,635 -199	-3%	-$33.1K	0.1%	162
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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

XY Planning Network's ESGU Position: Q3 2026 in Review

XY Planning Network reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.4% in Q3 2026, selling an estimated $33.1K and leaving 5,635 shares worth $940K. The position accounts for 0.1% of the portfolio, ranked #162.

XY Planning Network first reported a position in ESGU in Q2 2025 and has held it in 6 quarters since. The position peaked at $955K in Q2 2026. 271 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

XY Planning Network held 5,635 shares of iShares ESG Aware MSCI USA ETF worth $940K as of Q3 2026.
XY Planning Network sold 199 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $33.1K.
iShares ESG Aware MSCI USA ETF made up 0.1% of XY Planning Network's portfolio in Q3 2026, its #162 holding.
XY Planning Network first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2025 and has held it in 6 quarters since.
XY Planning Network's iShares ESG Aware MSCI USA ETF position peaked at $955K in Q2 2026.
271 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.