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AlTi Global’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

AlTi Global’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 		$17.5M Buy
123,498
+5,090
+4% +$753K 0.38% 38
2025
Q4 		$17.6M Buy
118,408
+1,032
+0.9% +$153K 0.38% 36
2025
Q3 		$17.1M Sell
117,376
-1,827
-2% -$256K 0.4% 39
2025
Q2 		$16.1M Sell
119,203
-3,176
-3% -$396K 0.4% 33
2025
Q1 		$14.9M Buy
122,379
+1,149
+0.9% +$148K 0.39% 30
2024
Q4 		$15.6M Sell
121,230
-1,043
-0.9% -$135K 0.38% 36
2024
Q3 		$15.4M Buy
122,273
+625
+0.5% +$75.9K 0.37% 33
2024
Q2 		$14.5M Buy
121,648
+10,014
+9% +$1.15M 0.39% 30
2024
Q1 		$12.8M Buy
111,634
+33,013
+42% +$3.62M 0.36% 34
2023
Q4 		$8.25M Buy
+78,621
New +$7.7M 0.25% 56

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

AlTi Global's ESGU Position: Q1 2026 in Review

AlTi Global increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.3% in Q1 2026, buying an estimated $753K and bringing the position to 123,498 shares worth $17.5M. The position accounts for 0.38% of the portfolio, ranked #38.

AlTi Global first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.6M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • AlTi Global held 123,498 shares of iShares ESG Aware MSCI USA ETF worth $17.5M as of Q1 2026.
  • AlTi Global bought 5,090 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $753K.
  • iShares ESG Aware MSCI USA ETF made up 0.38% of AlTi Global's portfolio in Q1 2026, its #38 holding.
  • AlTi Global first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
  • AlTi Global's iShares ESG Aware MSCI USA ETF position peaked at $17.6M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.