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Axis Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Axis Wealth Partners’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 		$1.12M Buy
7,907
+76
+1% +$11.2K 0.59% 51
2025
Q4 		$1.17M Sell
7,831
-17
-0.2% -$2.51K 0.64% 46
2025
Q3 		$1.14M Buy
7,848
+436
+6% +$61.1K 0.67% 46
2025
Q2 		$1M Buy
7,412
+839
+13% +$105K 0.66% 49
2025
Q1 		$801K Buy
6,573
+106
+2% +$13.7K 0.59% 51
2024
Q4 		$833K Buy
+6,467
New +$838K 0.7% 43

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

Axis Wealth Partners's ESGU Position: Q1 2026 in Review

Axis Wealth Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.97% in Q1 2026, buying an estimated $11.2K and bringing the position to 7,907 shares worth $1.12M. The position accounts for 0.59% of the portfolio, ranked #51.

Axis Wealth Partners first reported a position in ESGU in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Axis Wealth Partners held 7,907 shares of iShares ESG Aware MSCI USA ETF worth $1.12M as of Q1 2026.
  • Axis Wealth Partners bought 76 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $11.2K.
  • iShares ESG Aware MSCI USA ETF made up 0.59% of Axis Wealth Partners's portfolio in Q1 2026, its #51 holding.
  • Axis Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
  • Axis Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $1.17M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.