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Axxcess Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Axxcess Wealth Management’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
-58,080
Closed -$8.65M – 584
2025
Q4 		$8.65M Buy
58,080
+43,935
+311% +$6.5M 0.15% 137
2025
Q3 		$2.06M Sell
14,145
-3,651
-21% -$511K 0.04% 303
2025
Q2 		$2.41M Sell
17,796
-1,548
-8% -$193K 0.06% 253
2025
Q1 		$2.36M Sell
19,344
-896
-4% -$115K 0.06% 239
2024
Q4 		$2.61M Buy
20,240
+3,370
+20% +$437K 0.06% 228
2024
Q3 		$2.13M Sell
16,870
-1,927
-10% -$234K 0.05% 251
2024
Q2 		$2.24M Buy
18,797
+1,565
+9% +$180K 0.06% 235
2024
Q1 		$1.98M Buy
17,232
+863
+5% +$94.6K 0.05% 254
2023
Q4 		$1.72M Sell
16,369
-1,187
-7% -$116K 0.05% 267
2023
Q3 		$1.65M Buy
+17,556
New +$1.72M 0.06% 233
2022
Q3 		– Sell
-2,622
Closed -$220K – 565
2022
Q2 		$220K Sell
2,622
-2,008
-43% -$183K 0.02% 476
2022
Q1 		$469K Sell
4,630
-2,526
-35% -$253K 0.04% 369
2021
Q4 		$772K Buy
+7,156
New +$751K 0.06% 267

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

Axxcess Wealth Management's ESGU Position: Q1 2026 in Review

Axxcess Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 58,080 shares — an estimated $8.65M sold.

Axxcess Wealth Management first reported a position in ESGU in Q4 2021 and held it in 13 quarters. The position peaked at $8.65M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Axxcess Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 58,080 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $8.65M.
  • Axxcess Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 13 quarters.
  • Axxcess Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $8.65M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.