Ashton Thomas Private Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Ashton Thomas Private Wealth’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	$26.3M	Sell	186,049 -1,314	-0.7%	-$194K	0.62%	29
2025 Q4	$27.9M	Buy	187,363 +148	+0.1%	+$21.9K	0.68%	28
2025 Q3	$27.3M	Buy	187,215 +15,660	+9%	+$2.19M	0.71%	24
2025 Q2	$23.2M	Sell	171,555 -116	-0.1%	-$14.5K	0.82%	21
2025 Q1	$20.9M	Sell	171,671 -206	-0.1%	-$26.5K	0.8%	22
2024 Q4	$22.1M	Buy	+171,877	New	+$22.3M	0.86%	18
2024 Q3	–	Sell	-498	Closed	-$59.4K	–	991
2024 Q2	$59.4K	Buy	+498	New	+$57.2K	﹤0.01%	873

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ashton Thomas Private Wealth's ESGU Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.7% in Q1 2026, selling an estimated $194K and leaving 186,049 shares worth $26.3M. The position accounts for 0.62% of the portfolio, ranked #29.

Ashton Thomas Private Wealth first reported a position in ESGU in Q2 2024 and has held it in 7 quarters since. The position peaked at $27.9M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Ashton Thomas Private Wealth held 186,049 shares of iShares ESG Aware MSCI USA ETF worth $26.3M as of Q1 2026.
Ashton Thomas Private Wealth sold 1,314 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $194K.
iShares ESG Aware MSCI USA ETF made up 0.62% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #29 holding.
Ashton Thomas Private Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 7 quarters since.
Ashton Thomas Private Wealth's iShares ESG Aware MSCI USA ETF position peaked at $27.9M in Q4 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.