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

Atlas Private 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
-2,083
Closed -$310K – 135
2025
Q4 		$310K Sell
2,083
-596
-22% -$88.1K 0.07% 105
2025
Q3 		$390K Sell
2,679
-2,669
-50% -$374K 0.1% 103
2025
Q2 		$724K Buy
5,348
+10
+0.2% +$1.25K 0.09% 104
2025
Q1 		$651K Sell
5,338
-8
-0.1% -$1.03K 0.09% 96
2024
Q4 		$689K Sell
5,346
-780
-13% -$101K 0.1% 89
2024
Q3 		$773K Buy
6,126
+24
+0.4% +$2.91K 0.11% 76
2024
Q2 		$728K Buy
6,102
+3,055
+100% +$351K 0.12% 78
2024
Q1 		$350K Sell
3,047
-3,069
-50% -$336K 0.12% 78
2023
Q4 		$642K Buy
6,116
+29
+0.5% +$2.84K 0.12% 71
2023
Q3 		$572K Sell
6,087
-10
-0.2% -$979 0.11% 98
2023
Q2 		$594K Buy
6,097
+3,078
+102% +$284K 0.12% 101
2023
Q1 		$273K Buy
3,019
+10
+0.3% +$884 0.13% 105
2022
Q4 		$255K Buy
3,009
+17
+0.6% +$1.45K 0.14% 109
2022
Q3 		$238K Hold
2,992
– – 0.14% 114
2022
Q2 		$251K Buy
2,992
+6
+0.2% +$548 0.15% 112
2022
Q1 		$303K Buy
2,986
+6
+0.2% +$601 0.13% 107
2021
Q4 		$322K Buy
+2,980
New +$313K 0.15% 115

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

Atlas Private Wealth Advisors's ESGU Position: Q1 2026 in Review

Atlas Private Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 2,083 shares — an estimated $310K sold.

Atlas Private Wealth Advisors first reported a position in ESGU in Q4 2021 and held it in 17 quarters. The position peaked at $773K in Q3 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Atlas Private Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 2,083 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $310K.
  • Atlas Private Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 17 quarters.
  • Atlas Private Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $773K in Q3 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.