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

Barnes Wealth Management Group’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 		$399K Sell
2,819
-58
-2% -$8.58K 0.2% 112
2025
Q4 		$429K Hold
2,877
– – 0.23% 96
2025
Q3 		$419K Hold
2,877
– – 0.23% 96
2025
Q2 		$389K Hold
2,877
– – 0.23% 96
2025
Q1 		$351K Hold
2,877
– – 0.23% 99
2024
Q4 		$371K Buy
+2,877
New +$373K 0.25% 90

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

Barnes Wealth Management Group's ESGU Position: Q1 2026 in Review

Barnes Wealth Management Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2% in Q1 2026, selling an estimated $8.58K and leaving 2,819 shares worth $399K. The position accounts for 0.2% of the portfolio, ranked #112.

Barnes Wealth Management Group first reported a position in ESGU in Q4 2024 and has held it in 6 quarters since. The position peaked at $429K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Barnes Wealth Management Group held 2,819 shares of iShares ESG Aware MSCI USA ETF worth $399K as of Q1 2026.
  • Barnes Wealth Management Group sold 58 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $8.58K.
  • iShares ESG Aware MSCI USA ETF made up 0.2% of Barnes Wealth Management Group's portfolio in Q1 2026, its #112 holding.
  • Barnes Wealth Management Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
  • Barnes Wealth Management Group's iShares ESG Aware MSCI USA ETF position peaked at $429K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.