AR
ESGU icon

Apeiron RIA’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Apeiron RIA’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
Q2 		– Sell
-1,759
Closed -$249K – 177
2026
Q1 		$249K Sell
1,759
-50
-3% -$7.4K 0.06% 180
2025
Q4 		$274K Sell
1,809
-110
-6% -$16.3K 0.06% 176
2025
Q3 		$278K Buy
+1,919
New +$269K 0.06% 175
2025
Q1 		– Sell
-12,595
Closed -$1.62M – 203
2024
Q4 		$1.62M Sell
12,595
-177
-1% -$22.9K 0.45% 46
2024
Q3 		$1.61M Sell
12,772
-1,586
-11% -$193K 0.46% 45
2024
Q2 		$1.71M Sell
14,358
-19,007
-57% -$2.18M 0.52% 41
2024
Q1 		$3.84M Sell
33,365
-21,758
-39% -$2.38M 1.11% 22
2023
Q4 		$5.78M Sell
55,123
-1,384
-2% -$136K 1.8% 16
2023
Q3 		$5.31M Sell
56,507
-14,061
-20% -$1.38M 1.81% 17
2023
Q2 		$6.88M Sell
70,568
-8,413
-11% -$777K 2.35% 12
2023
Q1 		$7.14M Sell
78,981
-94,659
-55% -$8.37M 2.46% 12
2022
Q4 		$14.7M Buy
173,640
+23,477
+16% +$2M 5.63% 2
2022
Q3 		$11.9M Buy
150,163
+12,032
+9% +$1.07M 5.49% 2
2022
Q2 		$1.19K Buy
138,131
+74,514
+117% +$6.81M 0.33% 32
2022
Q1 		$6.39M Sell
63,617
-61,435
-49% -$6.15M 3.05% 8
2021
Q4 		$13.5M Buy
+125,052
New +$13.1M 5.54% 2

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Apeiron RIA's ESGU Position: Q2 2026 in Review

Apeiron RIA sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 1,759 shares — an estimated $249K sold.

Apeiron RIA first reported a position in ESGU in Q4 2021 and held it in 16 quarters. The position peaked at $14.7M in Q4 2022. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Apeiron RIA reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Apeiron RIA sold 1,759 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $249K.
  • Apeiron RIA first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 16 quarters.
  • Apeiron RIA's iShares ESG Aware MSCI USA ETF position peaked at $14.7M in Q4 2022.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.