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Atomi Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Atomi Financial Group’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 		$2.88M Buy
20,375
+3,590
+21% +$531K 0.09% 183
2025
Q4 		$2.5M Buy
16,785
+1,946
+13% +$288K 0.07% 199
2025
Q3 		$2.16M Buy
14,839
+520
+4% +$72.8K 0.07% 194
2025
Q2 		$1.94M Buy
14,319
+177
+1% +$22.1K 0.07% 191
2025
Q1 		$1.72M Sell
14,142
-3,395
-19% -$437K 0.08% 194
2024
Q4 		$2.26M Buy
17,537
+2,186
+14% +$283K 0.11% 129
2024
Q3 		$1.94M Buy
15,351
+470
+3% +$57.1K 0.12% 139
2024
Q2 		$1.78M Buy
14,881
+10,594
+247% +$1.22M 0.13% 130
2024
Q1 		$493K Buy
+4,287
New +$470K 0.05% 347

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

Atomi Financial Group's ESGU Position: Q1 2026 in Review

Atomi Financial Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 21% in Q1 2026, buying an estimated $531K and bringing the position to 20,375 shares worth $2.88M. The position accounts for 0.09% of the portfolio, ranked #183.

Atomi Financial Group first reported a position in ESGU in Q1 2024 and has held it in 9 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Atomi Financial Group held 20,375 shares of iShares ESG Aware MSCI USA ETF worth $2.88M as of Q1 2026.
  • Atomi Financial Group bought 3,590 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $531K.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of Atomi Financial Group's portfolio in Q1 2026, its #183 holding.
  • Atomi Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 9 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.