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Advus Financial Partners, LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Advus Financial Partners, LLC’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 		– Sell
-1,497
Closed -$212K – 268
2026
Q1 		$212K Buy
1,497
+135
+10% +$20K 0.05% 240
2025
Q4 		$203K Buy
+1,362
New +$201K 0.05% 241
2025
Q3 		– Sell
-2,694
Closed -$364K – 261
2025
Q2 		$364K Sell
2,694
-1,016
-27% -$127K 0.09% 162
2025
Q1 		$452K Sell
3,710
-415
-10% -$53.4K 0.13% 117
2024
Q4 		$531K Sell
4,125
-3,111
-43% -$403K 0.15% 98
2024
Q3 		$913K Sell
7,236
-624
-8% -$75.8K 0.26% 57
2024
Q2 		$938K Sell
7,860
-910
-10% -$105K 0.29% 54
2024
Q1 		$1.01M Sell
8,770
-282
-3% -$30.9K 0.31% 51
2023
Q4 		$950K Sell
9,052
-307
-3% -$30.1K 0.33% 48
2023
Q3 		$879K Sell
9,359
-55,455
-86% -$5.43M 0.35% 48
2023
Q2 		$6.32M Sell
64,814
-5,555
-8% -$513K 2.44% 9
2023
Q1 		$6.36M Sell
70,369
-19,094
-21% -$1.69M 2.63% 10
2022
Q4 		$7.58M Buy
89,463
+466
+0.5% +$39.8K 3.3% 5
2022
Q3 		$7.07M Buy
88,997
+10,089
+13% +$893K 3.76% 6
2022
Q2 		$6.62M Buy
78,908
+40,432
+105% +$3.69M 3.49% 6
2022
Q1 		$3.9M Buy
+38,476
New +$3.85M 1.99% 12

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

Advus Financial Partners, LLC's ESGU Position: Q2 2026 in Review

Advus Financial Partners, LLC sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 1,497 shares — an estimated $212K sold.

Advus Financial Partners, LLC first reported a position in ESGU in Q1 2022 and held it in 16 quarters. The position peaked at $7.58M in Q4 2022. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Advus Financial Partners, LLC reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 1,497 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $212K.
  • Advus Financial Partners, LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and held it in 16 quarters.
  • Advus Financial Partners, LLC's iShares ESG Aware MSCI USA ETF position peaked at $7.58M in Q4 2022.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.