AmeriFlex Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

AmeriFlex Group’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	$27.1K	Sell	192 -80	-29%	-$11.8K	0.01%	549
2025 Q4	$40.5K	Sell	272 -271	-50%	-$40.1K	0.02%	457
2025 Q3	$79K	Buy	543 +208	+62%	+$29.1K	0.03%	370
2025 Q2	$44.8K	Buy	335 +87	+35%	+$10.9K	0.02%	401
2025 Q1	$30.3K	Buy	248 +69	+39%	+$8.89K	0.01%	599
2024 Q4	$23.6K	Buy	+179	New	+$23.2K	0.01%	596

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AmeriFlex Group's ESGU Position: Q1 2026 in Review

AmeriFlex Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 29% in Q1 2026, selling an estimated $11.8K and leaving 192 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #549.

AmeriFlex Group first reported a position in ESGU in Q4 2024 and has held it in 6 quarters since. The position peaked at $79K in Q3 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

AmeriFlex Group held 192 shares of iShares ESG Aware MSCI USA ETF worth $27.1K as of Q1 2026.
AmeriFlex Group sold 80 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $11.8K.
iShares ESG Aware MSCI USA ETF made up 0.01% of AmeriFlex Group's portfolio in Q1 2026, its #549 holding.
AmeriFlex Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's iShares ESG Aware MSCI USA ETF position peaked at $79K in Q3 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.