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Bartlett & Co Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bartlett & Co 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 		$534K Buy
3,412
+2,118
+164% +$313K 0.01% 331
2025
Q4 		$193K Hold
1,294
– – ﹤0.01% 457
2025
Q3 		$188K Hold
1,294
– – ﹤0.01% 459
2025
Q2 		$175K Sell
1,294
-61
-5% -$7.62K ﹤0.01% 462
2025
Q1 		$165K Buy
1,355
+256
+23% +$33K ﹤0.01% 468
2024
Q4 		$142K Sell
1,099
-329
-23% -$42.6K ﹤0.01% 494
2024
Q3 		$180K Buy
1,428
+176
+14% +$21.4K ﹤0.01% 458
2024
Q2 		$149K Buy
1,252
+49
+4% +$5.63K ﹤0.01% 477
2024
Q1 		$138K Buy
1,203
+130
+12% +$14.2K ﹤0.01% 507
2023
Q4 		$113K Sell
1,073
-463
-30% -$45.3K ﹤0.01% 554
2023
Q3 		$145K Sell
1,536
-154
-9% -$15.1K ﹤0.01% 489
2023
Q2 		$165K Sell
1,690
-88
-5% -$8.13K ﹤0.01% 478
2023
Q1 		$161K Sell
1,778
-25
-1% -$2.21K ﹤0.01% 404
2022
Q4 		$153K Buy
1,803
+1,641
+1,013% +$140K ﹤0.01% 416
2022
Q3 		$12.9K Hold
162
– – ﹤0.01% 783
2022
Q2 		$13.6K Sell
162
-305
-65% -$27.9K ﹤0.01% 809
2022
Q1 		$47.3K Buy
+467
New +$46.8K ﹤0.01% 590
2021
Q4 		– Sell
-162
Closed -$16K – 539
2021
Q3 		$16K Buy
+162
New +$16.4K ﹤0.01% 660

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

Bartlett & Co Wealth Management's ESGU Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 164% in Q1 2026, buying an estimated $313K and bringing the position to 3,412 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #331.

Bartlett & Co Wealth Management first reported a position in ESGU in Q3 2021 and has held it in 18 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Bartlett & Co Wealth Management held 3,412 shares of iShares ESG Aware MSCI USA ETF worth $534K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 2,118 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $313K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #331 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 18 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.