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

Balance Wealth’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 		$3.69M Sell
26,107
-374
-1% -$55.3K 1.15% 23
2025
Q4 		$3.95M Sell
26,481
-154
-0.6% -$22.8K 1.27% 17
2025
Q3 		$3.88M Buy
26,635
+3,065
+13% +$429K 0.96% 17
2025
Q2 		$3.19M Sell
23,570
-569
-2% -$71K 1.87% 11
2025
Q1 		$2.94M Buy
+24,139
New +$3.11M 1.91% 13

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

Balance Wealth's ESGU Position: Q1 2026 in Review

Balance Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.4% in Q1 2026, selling an estimated $55.3K and leaving 26,107 shares worth $3.69M. The position accounts for 1.15% of the portfolio, ranked #23.

Balance Wealth first reported a position in ESGU in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.95M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Balance Wealth held 26,107 shares of iShares ESG Aware MSCI USA ETF worth $3.69M as of Q1 2026.
  • Balance Wealth sold 374 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $55.3K.
  • iShares ESG Aware MSCI USA ETF made up 1.15% of Balance Wealth's portfolio in Q1 2026, its #23 holding.
  • Balance Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 5 quarters since.
  • Balance Wealth's iShares ESG Aware MSCI USA ETF position peaked at $3.95M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Balance Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.