Annis Gardner Whiting Capital Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Annis Gardner Whiting Capital 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	$2.48M	Hold	17,518	–	–	0.4%	37
2025 Q4	$2.61M	Sell	17,518 -199	-1%	-$29.4K	0.49%	28
2025 Q3	$2.58M	Hold	17,717	–	–	0.53%	30
2025 Q2	$2.4M	Buy	17,717 +236	+1%	+$29.5K	0.83%	16
2025 Q1	$2.13M	Sell	17,481 -17	-0.1%	-$2.19K	0.9%	18
2024 Q4	$2.25M	Sell	17,498 -24	-0.1%	-$3.11K	0.63%	22
2024 Q3	$2.21M	Buy	17,522 +2,878	+20%	+$349K	0.62%	20
2024 Q2	$1.75M	Buy	14,644 +38	+0.3%	+$4.36K	0.5%	30
2024 Q1	$1.68M	Buy	14,606 +6,273	+75%	+$687K	0.6%	21
2023 Q4	$874K	Buy	8,333 +27	+0.3%	+$2.64K	0.39%	46
2023 Q3	$783K	Buy	+8,306	New	+$813K	0.42%	40

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

Annis Gardner Whiting Capital Advisors's ESGU Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 17,518 shares worth $2.48M. The position accounts for 0.4% of the portfolio, ranked #37.

Annis Gardner Whiting Capital Advisors first reported a position in ESGU in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.61M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 17,518 shares of iShares ESG Aware MSCI USA ETF worth $2.48M as of Q1 2026.
Annis Gardner Whiting Capital Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up 0.4% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #37 holding.
Annis Gardner Whiting Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and has held it in 11 quarters since.
Annis Gardner Whiting Capital Advisors's iShares ESG Aware MSCI USA ETF position peaked at $2.61M in Q4 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.