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Advisor OS’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Advisor OS’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 		$201K Buy
1,420
+2
+0.1% +$296 0.01% 554
2025
Q4 		$211K Buy
+1,418
New +$210K 0.02% 461
2025
Q1 		– Sell
-2,972
Closed -$383K – 438
2024
Q4 		$383K Buy
2,972
+375
+14% +$48.6K 0.04% 271
2024
Q3 		$328K Buy
2,597
+33
+1% +$4.01K 0.03% 310
2024
Q2 		$306K Buy
2,564
+227
+10% +$26.1K 0.03% 302
2024
Q1 		$269K Buy
2,337
+143
+7% +$15.7K 0.03% 327
2023
Q4 		$230K Buy
+2,194
New +$215K 0.03% 302

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

Advisor OS's ESGU Position: Q1 2026 in Review

Advisor OS increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.14% in Q1 2026, buying an estimated $296 and bringing the position to 1,420 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #554.

Advisor OS first reported a position in ESGU in Q4 2023 and has held it in 7 quarters since. The position peaked at $383K in Q4 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Advisor OS held 1,420 shares of iShares ESG Aware MSCI USA ETF worth $201K as of Q1 2026.
  • Advisor OS bought 2 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $296.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Advisor OS's portfolio in Q1 2026, its #554 holding.
  • Advisor OS first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 7 quarters since.
  • Advisor OS's iShares ESG Aware MSCI USA ETF position peaked at $383K in Q4 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.