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Beacon Pointe Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Beacon Pointe 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 		$25.1M Buy
177,705
+59,912
+51% +$8.86M 0.13% 151
2025
Q4 		$17.5M Buy
117,793
+22,295
+23% +$3.3M 0.12% 176
2025
Q3 		$13.9M Buy
95,498
+89,273
+1,434% +$12.5M 0.12% 168
2025
Q2 		$842K Sell
6,225
-360
-5% -$44.9K 0.01% 721
2025
Q1 		$803K Sell
6,585
-585
-8% -$75.3K 0.01% 694
2024
Q4 		$924K Sell
7,170
-149
-2% -$19.3K 0.01% 657
2024
Q3 		$924K Sell
7,319
-682
-9% -$82.8K 0.01% 652
2024
Q2 		$955K Sell
8,001
-963
-11% -$111K 0.01% 653
2024
Q1 		$1.03M Sell
8,964
-1,175
-12% -$129K 0.01% 678
2023
Q4 		$1.06M Sell
10,139
-618
-6% -$60.5K 0.01% 645
2023
Q3 		$1.01M Buy
10,757
+3,312
+44% +$324K 0.01% 622
2023
Q2 		$726K Sell
7,445
-50,876
-87% -$4.7M 0.01% 608
2023
Q1 		$5.28M Buy
58,321
+50,287
+626% +$4.45M 0.09% 207
2022
Q4 		$681K Buy
8,034
+2,858
+55% +$244K 0.01% 598
2022
Q3 		$412K Buy
5,176
+524
+11% +$46.4K 0.01% 700
2022
Q2 		$391K Buy
4,652
+843
+22% +$77K 0.01% 734
2022
Q1 		$386K Buy
3,809
+1,610
+73% +$161K 0.01% 886
2021
Q4 		$237K Sell
2,199
-236
-10% -$24.8K 0.01% 820
2021
Q3 		$240K Buy
+2,435
New +$247K 0.01% 789

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

Beacon Pointe Advisors's ESGU Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 51% in Q1 2026, buying an estimated $8.86M and bringing the position to 177,705 shares worth $25.1M. The position accounts for 0.13% of the portfolio, ranked #151.

Beacon Pointe Advisors first reported a position in ESGU in Q3 2021 and has held it in 19 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Beacon Pointe Advisors held 177,705 shares of iShares ESG Aware MSCI USA ETF worth $25.1M as of Q1 2026.
  • Beacon Pointe Advisors bought 59,912 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $8.86M.
  • iShares ESG Aware MSCI USA ETF made up 0.13% of Beacon Pointe Advisors's portfolio in Q1 2026, its #151 holding.
  • Beacon Pointe Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 19 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.