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Arcadia Wealth Management (New York)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Arcadia Wealth Management (New York)’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 		$204K Hold
1,441
– – 0.11% 51
2025
Q4 		$215K Hold
1,441
– – 0.12% 45
2025
Q3 		$210K Buy
+1,441
New +$202K 0.13% 49

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

Arcadia Wealth Management (New York)'s ESGU Position: Q1 2026 in Review

Arcadia Wealth Management (New York) held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 1,441 shares worth $204K. The position accounts for 0.11% of the portfolio, ranked #51.

Arcadia Wealth Management (New York) first reported a position in ESGU in Q3 2025 and has held it in 3 quarters since. The position peaked at $215K in Q4 2025. 808 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Arcadia Wealth Management (New York) held 1,441 shares of iShares ESG Aware MSCI USA ETF worth $204K as of Q1 2026.
  • Arcadia Wealth Management (New York) left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.11% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #51 holding.
  • Arcadia Wealth Management (New York) first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2025 and has held it in 3 quarters since.
  • Arcadia Wealth Management (New York)'s iShares ESG Aware MSCI USA ETF position peaked at $215K in Q4 2025.
  • 808 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.