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Arkadios Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Arkadios Wealth 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 		$2.12M Buy
14,956
+1,511
+11% +$224K 0.03% 490
2025
Q4 		$2M Buy
13,445
+3,640
+37% +$538K 0.04% 447
2025
Q3 		$1.43M Buy
9,805
+2,001
+26% +$280K 0.03% 510
2025
Q2 		$1.06M Hold
7,804
– – 0.03% 555
2025
Q1 		$951K Buy
+7,804
New +$1.01M 0.04% 475
2024
Q4 		– Sell
-1,872
Closed -$236K – 963
2024
Q3 		$236K Sell
1,872
-273
-13% -$33.1K 0.01% 787
2024
Q2 		$256K Buy
2,145
+261
+14% +$30K 0.02% 686
2024
Q1 		$217K Sell
1,884
-1,027
-35% -$113K 0.02% 635
2023
Q4 		$305K Buy
2,911
+584
+25% +$57.2K 0.03% 521
2023
Q3 		$219K Buy
+2,327
New +$228K 0.02% 593
2023
Q1 		– Sell
-3,097
Closed -$262K – 610
2022
Q4 		$262K Sell
3,097
-385
-11% -$32.8K 0.03% 443
2022
Q3 		$277K Buy
3,482
+819
+31% +$72.5K 0.04% 402
2022
Q2 		$223K Buy
+2,663
New +$243K 0.03% 476
2021
Q4 		– Sell
-1,652
Closed -$162K – 925
2021
Q3 		$162K Buy
1,652
+391
+31% +$39.6K 0.02% 560
2021
Q2 		$124K Buy
1,261
+586
+87% +$56.1K 0.02% 667
2021
Q1 		$61K Sell
675
-3
-0.4% -$267 0.01% 639
2020
Q4 		$58K Buy
678
+44
+7% +$3.57K 0.01% 523
2020
Q3 		$50.3K Buy
634
+326
+106% +$24.6K 0.03% 409
2020
Q2 		$22.3K Buy
308
+138
+81% +$9.09K 0.01% 523
2020
Q1 		$9.77K Buy
170
+22
+15% +$1.5K 0.01% 644
2019
Q4 		$11.1K Buy
+148
New +$10.1K 0.01% 568

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

Arkadios Wealth Advisors's ESGU Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 11% in Q1 2026, buying an estimated $224K and bringing the position to 14,956 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #490.

Arkadios Wealth Advisors first reported a position in ESGU in Q4 2019 and has held it in 21 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Arkadios Wealth Advisors held 14,956 shares of iShares ESG Aware MSCI USA ETF worth $2.12M as of Q1 2026.
  • Arkadios Wealth Advisors bought 1,511 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $224K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #490 holding.
  • Arkadios Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 21 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.