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

Ancora 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 		$546K Sell
3,863
-134
-3% -$19.8K 0.01% 507
2025
Q4 		$595K Sell
3,997
-26
-0.6% -$3.84K 0.01% 498
2025
Q3 		$586K Sell
4,023
-225
-5% -$31.5K 0.01% 524
2025
Q2 		$575K Buy
4,248
+1
+0% +$125 0.01% 505
2025
Q1 		$518K Sell
4,247
-27
-0.6% -$3.48K 0.01% 514
2024
Q4 		$551K Sell
4,274
-666
-13% -$86.3K 0.01% 498
2024
Q3 		$623K Sell
4,940
-972
-16% -$118K 0.01% 467
2024
Q2 		$705K Sell
5,912
-3,487
-37% -$401K 0.02% 444
2024
Q1 		$1.08M Sell
9,399
-1,316
-12% -$144K 0.02% 370
2023
Q4 		$1.12M Buy
10,715
+869
+9% +$85.1K 0.03% 359
2023
Q3 		$925K Sell
9,846
-2,241
-19% -$219K 0.02% 368
2023
Q2 		$1.18M Sell
12,087
-4
-0% -$369 0.03% 327
2023
Q1 		$1.09M Sell
12,091
-13,750
-53% -$1.22M 0.03% 340
2022
Q4 		$2.19M Buy
25,841
+189
+0.7% +$16.1K 0.06% 243
2022
Q3 		$2.04M Buy
25,652
+1,762
+7% +$156K 0.06% 236
2022
Q2 		$2M Buy
23,890
+3,574
+18% +$326K 0.06% 256
2022
Q1 		$2.06M Buy
20,316
+2,823
+16% +$283K 0.05% 273
2021
Q4 		$1.89M Buy
17,493
+3,194
+22% +$335K 0.04% 292
2021
Q3 		$1.41M Buy
14,299
+4,238
+42% +$429K 0.04% 326
2021
Q2 		$990K Buy
10,061
+896
+10% +$85.7K 0.03% 401
2021
Q1 		$832K Buy
9,165
+1,432
+19% +$127K 0.02% 417
2020
Q4 		$666K Buy
7,733
+3,251
+73% +$264K 0.02% 427
2020
Q3 		$342K Buy
4,482
+4,382
+4,382% +$330K 0.01% 506
2020
Q2 		$7K Hold
100
– – ﹤0.01% 1162
2020
Q1 		$6K Hold
100
– – ﹤0.01% 1254
2019
Q4 		$7K Buy
+100
New +$6.81K ﹤0.01% 1218

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

Ancora Advisors's ESGU Position: Q1 2026 in Review

Ancora Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.4% in Q1 2026, selling an estimated $19.8K and leaving 3,863 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #507.

Ancora Advisors first reported a position in ESGU in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.19M in Q4 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Ancora Advisors held 3,863 shares of iShares ESG Aware MSCI USA ETF worth $546K as of Q1 2026.
  • Ancora Advisors sold 134 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $19.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #507 holding.
  • Ancora Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 26 quarters since.
  • Ancora Advisors's iShares ESG Aware MSCI USA ETF position peaked at $2.19M in Q4 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.