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Ally Invest Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Ally Invest Advisors’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 		$49.2M Buy
348,203
+12,868
+4% +$1.9M 3.31% 10
2025
Q4 		$50M Buy
335,335
+1,400
+0.4% +$207K 3.45% 9
2025
Q3 		$48.6M Buy
333,935
+1,487
+0.4% +$208K 3.49% 9
2025
Q2 		$45M Buy
332,448
+6,001
+2% +$749K 3.51% 9
2025
Q1 		$39.8M Sell
326,447
-2,209
-0.7% -$284K 3.41% 9
2024
Q4 		$42.3M Buy
328,656
+2,688
+0.8% +$348K 3.67% 9
2024
Q3 		$41.1M Buy
325,968
+2,713
+0.8% +$329K 3.65% 9
2024
Q2 		$38.6M Buy
323,255
+8,345
+3% +$958K 3.71% 9
2024
Q1 		$36.2M Sell
314,910
-733
-0.2% -$80.3K 3.59% 9
2023
Q4 		$33.1M Buy
315,643
+10,305
+3% +$1.01M 3.53% 10
2023
Q3 		$28.7M Buy
305,338
+8,350
+3% +$818K 3.35% 10
2023
Q2 		$28.9M Buy
296,988
+13,084
+5% +$1.21M 3.31% 10
2023
Q1 		$25.7M Sell
283,904
-5,096
-2% -$451K 3.03% 10
2022
Q4 		$24.5M Buy
289,000
+15,436
+6% +$1.32M 3.07% 10
2022
Q3 		$21.7M Buy
273,564
+16,601
+6% +$1.47M 2.94% 10
2022
Q2 		$21.6M Buy
256,963
+18,516
+8% +$1.69M 2.81% 10
2022
Q1 		$24.2M Buy
238,447
+22,062
+10% +$2.21M 2.78% 10
2021
Q4 		$23.3M Buy
216,385
+13,194
+6% +$1.38M 2.63% 10
2021
Q3 		$20M Buy
203,191
+29,242
+17% +$2.96M 2.52% 10
2021
Q2 		$17.1M Buy
173,949
+33,830
+24% +$3.24M 2.37% 10
2021
Q1 		$12.7M Buy
140,119
+40,135
+40% +$3.57M 2.12% 10
2020
Q4 		$8.6M Buy
99,984
+32,907
+49% +$2.67M 1.78% 11
2020
Q3 		$5.11M Buy
67,077
+26,018
+63% +$1.96M 1.36% 11
2020
Q2 		$2.87M Buy
41,059
+10,209
+33% +$672K 0.89% 11
2020
Q1 		$1.77M Buy
30,850
+21,792
+241% +$1.48M 0.67% 11
2019
Q4 		$646K Buy
+9,058
New +$617K 0.24% 12

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 $424B AUM 22.94% 1-Year Est. Return

Ally Invest Advisors's ESGU Position: Q1 2026 in Review

Ally Invest Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.8% in Q1 2026, buying an estimated $1.9M and bringing the position to 348,203 shares worth $49.2M. The position accounts for 3.31% of the portfolio, ranked #10.

Ally Invest Advisors first reported a position in ESGU in Q4 2019 and has held it in 26 quarters since. The position peaked at $50M in Q4 2025. 808 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Ally Invest Advisors held 348,203 shares of iShares ESG Aware MSCI USA ETF worth $49.2M as of Q1 2026.
  • Ally Invest Advisors bought 12,868 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $1.9M.
  • iShares ESG Aware MSCI USA ETF made up 3.31% of Ally Invest Advisors's portfolio in Q1 2026, its #10 holding.
  • Ally Invest Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 26 quarters since.
  • Ally Invest Advisors's iShares ESG Aware MSCI USA ETF position peaked at $50M in Q4 2025.
  • 808 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.