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

ARQ 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 		– Sell
-1,776
Closed -$265K – 195
2025
Q4 		$265K Hold
1,776
– – 0.07% 121
2025
Q3 		$259K Sell
1,776
-5
-0.3% -$700 0.08% 123
2025
Q2 		$217K Hold
1,781
– – 0.07% 99
2025
Q1 		$217K Hold
1,781
– – 0.08% 94
2024
Q4 		$229K Sell
1,781
-1,544
-46% -$200K 0.09% 91
2024
Q3 		$412K Sell
3,325
-21
-0.6% -$2.55K 0.16% 70
2024
Q2 		$399K Sell
3,346
-23
-0.7% -$2.64K 0.17% 62
2024
Q1 		$387K Buy
3,369
+139
+4% +$15.2K 0.17% 67
2023
Q4 		$339K Buy
+3,230
New +$316K 0.2% 48

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

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

ARQ Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 1,776 shares — an estimated $265K sold.

ARQ Wealth Advisors first reported a position in ESGU in Q4 2023 and held it in 9 quarters. The position peaked at $412K in Q3 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • ARQ Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • ARQ Wealth Advisors sold 1,776 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $265K.
  • ARQ Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and held it in 9 quarters.
  • ARQ Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $412K in Q3 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.