Aspen Wealth Strategies’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Aspen Wealth Strategies’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	$339K	Hold	2,397	–	–	0.18%	68
2025 Q4	$357K	Hold	2,397	–	–	0.2%	63
2025 Q3	$349K	Hold	2,397	–	–	0.19%	66
2025 Q2	$324K	Hold	2,397	–	–	0.2%	64
2025 Q1	$292K	Buy	2,397 +50	+2%	+$6.44K	0.19%	66
2024 Q4	$302K	Hold	2,347	–	–	0.19%	60
2024 Q3	$296K	Hold	2,347	–	–	0.19%	67
2024 Q2	$287K	Hold	2,347	–	–	0.2%	61
2024 Q1	$270K	Buy	2,347 +124	+6%	+$13.6K	0.19%	66
2023 Q4	$233K	Buy	+2,223	New	+$218K	0.17%	73

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

Aspen Wealth Strategies's ESGU Position: Q1 2026 in Review

Aspen Wealth Strategies held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 2,397 shares worth $339K. The position accounts for 0.18% of the portfolio, ranked #68.

Aspen Wealth Strategies first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. The position peaked at $357K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Aspen Wealth Strategies held 2,397 shares of iShares ESG Aware MSCI USA ETF worth $339K as of Q1 2026.
Aspen Wealth Strategies left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up 0.18% of Aspen Wealth Strategies's portfolio in Q1 2026, its #68 holding.
Aspen Wealth Strategies first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
Aspen Wealth Strategies's iShares ESG Aware MSCI USA ETF position peaked at $357K in Q4 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.