Balanced Rock Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Balanced Rock Investment Advisors’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	$5.09M	Buy	35,991 +509	+1%	+$75.3K	3.57%	6
2025 Q4	$5.29M	Buy	35,482 +1,926	+6%	+$285K	3.76%	5
2025 Q3	$4.89M	Sell	33,556 -418	-1%	-$58.5K	3.57%	5
2025 Q2	$4.6M	Buy	33,974 +8,083	+31%	+$1.01M	3.61%	5
2025 Q1	$3.16M	Buy	25,891 +1,377	+6%	+$177K	2.52%	12
2024 Q4	$3.16M	Sell	24,514 -610	-2%	-$79K	2.5%	10
2024 Q3	$3.17M	Buy	25,124 +281	+1%	+$34.1K	2.49%	12
2024 Q2	$2.96M	Buy	24,843 +62	+0.3%	+$7.12K	2.49%	12
2024 Q1	$2.85M	Buy	24,781 +8,190	+49%	+$897K	2.43%	12
2023 Q4	$1.74M	Buy	+16,591	New	+$1.62M	1.55%	18

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Balanced Rock Investment Advisors's ESGU Position: Q1 2026 in Review

Balanced Rock Investment Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.4% in Q1 2026, buying an estimated $75.3K and bringing the position to 35,991 shares worth $5.09M. The position accounts for 3.57% of the portfolio, ranked #6.

Balanced Rock Investment Advisors first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.29M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Balanced Rock Investment Advisors held 35,991 shares of iShares ESG Aware MSCI USA ETF worth $5.09M as of Q1 2026.
Balanced Rock Investment Advisors bought 509 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $75.3K.
iShares ESG Aware MSCI USA ETF made up 3.57% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #6 holding.
Balanced Rock Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
Balanced Rock Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $5.29M in Q4 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.