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

Aprio 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 		$1.11M Sell
7,829
-817
-9% -$121K 0.06% 191
2025
Q4 		$1.29M Buy
8,646
+512
+6% +$75.7K 0.07% 163
2025
Q3 		$1.18M Buy
8,134
+13
+0.2% +$1.82K 0.12% 113
2025
Q2 		$1.1M Sell
8,121
-25
-0.3% -$3.12K 0.12% 103
2025
Q1 		$993K Buy
8,146
+6,545
+409% +$843K 0.12% 106
2024
Q4 		$206K Buy
1,601
+5
+0.3% +$648 0.03% 295
2024
Q3 		$201K Sell
1,596
-319
-17% -$38.7K 0.03% 272
2024
Q2 		$228K Sell
1,915
-207
-10% -$23.8K 0.04% 221
2024
Q1 		$244K Sell
2,122
-1,038
-33% -$114K 0.05% 189
2023
Q4 		$332K Sell
3,160
-395
-11% -$38.7K 0.07% 122
2023
Q3 		$334K Buy
3,555
+1,404
+65% +$138K 0.09% 106
2023
Q2 		$210K Sell
2,151
-237
-10% -$21.9K 0.06% 143
2023
Q1 		$216K Buy
+2,388
New +$211K 0.07% 127

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

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

Aprio Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 9.4% in Q1 2026, selling an estimated $121K and leaving 7,829 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #191.

Aprio Wealth Management first reported a position in ESGU in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.29M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Aprio Wealth Management held 7,829 shares of iShares ESG Aware MSCI USA ETF worth $1.11M as of Q1 2026.
  • Aprio Wealth Management sold 817 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $121K.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of Aprio Wealth Management's portfolio in Q1 2026, its #191 holding.
  • Aprio Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 13 quarters since.
  • Aprio Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $1.29M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.