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Apollon Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Apollon Wealth Management’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 		$2.16M Sell
15,267
-730
-5% -$108K 0.04% 363
2025
Q4 		$2.38M Sell
15,997
-20
-0.1% -$2.96K 0.04% 334
2025
Q3 		$2.33M Buy
16,017
+197
+1% +$27.6K 0.04% 355
2025
Q2 		$2.14M Buy
15,820
+30
+0.2% +$3.75K 0.04% 347
2025
Q1 		$1.92M Sell
15,790
-376
-2% -$48.4K 0.04% 340
2024
Q4 		$2.08M Sell
16,166
-495
-3% -$64.1K 0.05% 331
2024
Q3 		$2.1M Buy
16,661
+229
+1% +$27.8K 0.06% 299
2024
Q2 		$1.96M Sell
16,432
-4,994
-23% -$574K 0.06% 299
2024
Q1 		$2.46M Sell
21,426
-21,573
-50% -$2.36M 0.08% 236
2023
Q4 		$4.51M Buy
42,999
+963
+2% +$94.3K 0.16% 122
2023
Q3 		$3.95M Sell
42,036
-4,210
-9% -$412K 0.2% 97
2023
Q2 		$4.51M Sell
46,246
-85,836
-65% -$7.93M 0.22% 98
2023
Q1 		$11.9M Sell
132,082
-15,150
-10% -$1.34M 0.73% 19
2022
Q4 		$12.5M Buy
147,232
+76,034
+107% +$6.49M 0.89% 13
2022
Q3 		$5.65M Sell
71,198
-1,027
-1% -$90.9K 0.47% 38
2022
Q2 		$6.06M Sell
72,225
-9,728
-12% -$889K 0.5% 37
2022
Q1 		$8.31M Buy
81,953
+1,086
+1% +$109K 0.59% 25
2021
Q4 		$8.73M Buy
+80,867
New +$8.49M 0.65% 26
2020
Q3 		– Sell
-58
Closed -$4K – 316
2020
Q2 		$4K Buy
+58
New +$3.82K ﹤0.01% 575

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

Apollon Wealth Management's ESGU Position: Q1 2026 in Review

Apollon Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.6% in Q1 2026, selling an estimated $108K and leaving 15,267 shares worth $2.16M. The position accounts for 0.04% of the portfolio, ranked #363.

Apollon Wealth Management first reported a position in ESGU in Q2 2020 and has held it in 19 quarters since. The position peaked at $12.5M in Q4 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Apollon Wealth Management held 15,267 shares of iShares ESG Aware MSCI USA ETF worth $2.16M as of Q1 2026.
  • Apollon Wealth Management sold 730 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $108K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Apollon Wealth Management's portfolio in Q1 2026, its #363 holding.
  • Apollon Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 19 quarters since.
  • Apollon Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $12.5M in Q4 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.