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Baker Avenue Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Baker Avenue Asset 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 		$498K Sell
3,523
-100
-3% -$14.8K 0.01% 422
2025
Q4 		$540K Buy
3,623
+130
+4% +$19.2K 0.01% 356
2025
Q3 		$509K Buy
3,493
+75
+2% +$10.5K 0.01% 344
2025
Q2 		$462K Sell
3,418
-211
-6% -$26.3K 0.01% 309
2025
Q1 		$442K Sell
3,629
-393
-10% -$50.6K 0.01% 311
2024
Q4 		$518K Buy
4,022
+13
+0.3% +$1.68K 0.02% 289
2024
Q3 		$506K Sell
4,009
-5
-0.1% -$607 0.02% 289
2024
Q2 		$479K Sell
4,014
-139
-3% -$16K 0.02% 269
2024
Q1 		$477K Sell
4,153
-53
-1% -$5.81K 0.02% 265
2023
Q4 		$441K Buy
4,206
+125
+3% +$12.2K 0.02% 267
2023
Q3 		$383K Buy
4,081
+13
+0.3% +$1.27K 0.02% 282
2023
Q2 		$396K Buy
4,068
+67
+2% +$6.19K 0.02% 288
2023
Q1 		$362K Sell
4,001
-332
-8% -$29.4K 0.02% 287
2022
Q4 		$367K Sell
4,333
-33,515
-89% -$2.86M 0.02% 272
2022
Q3 		$3.01M Buy
+37,848
New +$3.35M 0.19% 99

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

Baker Avenue Asset Management's ESGU Position: Q1 2026 in Review

Baker Avenue Asset Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.8% in Q1 2026, selling an estimated $14.8K and leaving 3,523 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #422.

Baker Avenue Asset Management first reported a position in ESGU in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.01M in Q3 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Baker Avenue Asset Management held 3,523 shares of iShares ESG Aware MSCI USA ETF worth $498K as of Q1 2026.
  • Baker Avenue Asset Management sold 100 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $14.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #422 holding.
  • Baker Avenue Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and has held it in 15 quarters since.
  • Baker Avenue Asset Management's iShares ESG Aware MSCI USA ETF position peaked at $3.01M in Q3 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.