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Aspiriant LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Aspiriant LLC’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 		$728K Sell
5,145
-1
-0% -$148 0.02% 185
2025
Q4 		$767K Buy
5,146
+64
+1% +$9.46K 0.02% 176
2025
Q3 		$740K Hold
5,082
– – 0.02% 171
2025
Q2 		$688K Buy
+5,082
New +$634K 0.02% 173
2022
Q3 		– Sell
-14,627
Closed -$1.23M – 269
2022
Q2 		$1.23M Buy
+14,627
New +$1.34M 0.06% 107

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

Aspiriant LLC's ESGU Position: Q1 2026 in Review

Aspiriant LLC reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.02% in Q1 2026, selling an estimated $148 and leaving 5,145 shares worth $728K. The position accounts for 0.02% of the portfolio, ranked #185.

Aspiriant LLC first reported a position in ESGU in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.23M in Q2 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Aspiriant LLC held 5,145 shares of iShares ESG Aware MSCI USA ETF worth $728K as of Q1 2026.
  • Aspiriant LLC sold 1 iShares ESG Aware MSCI USA ETF share in Q1 2026, an estimated $148.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Aspiriant LLC's portfolio in Q1 2026, its #185 holding.
  • Aspiriant LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 5 quarters since.
  • Aspiriant LLC's iShares ESG Aware MSCI USA ETF position peaked at $1.23M in Q2 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.