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

Bell 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 		$991K Buy
7,007
+1,461
+26% +$216K 0.16% 59
2025
Q4 		$826K Sell
5,546
-12
-0.2% -$1.77K 0.13% 63
2025
Q3 		$809K Sell
5,558
-335
-6% -$46.9K 0.13% 62
2025
Q2 		$797K Sell
5,893
-253
-4% -$31.6K 0.14% 59
2025
Q1 		$749K Sell
6,146
-794
-11% -$102K 0.14% 55
2024
Q4 		$894K Buy
6,940
+324
+5% +$42K 0.17% 54
2024
Q3 		$835K Buy
6,616
+137
+2% +$16.6K 0.15% 54
2024
Q2 		$773K Buy
6,479
+142
+2% +$16.3K 0.15% 55
2024
Q1 		$729K Sell
6,337
-342
-5% -$37.5K 0.14% 55
2023
Q4 		$701K Buy
6,679
+175
+3% +$17.1K 0.14% 52
2023
Q3 		$611K Buy
6,504
+90
+1% +$8.81K 0.14% 52
2023
Q2 		$625K Buy
6,414
+924
+17% +$85.3K 0.14% 51
2023
Q1 		$497K Buy
5,490
+816
+17% +$72.2K 0.12% 56
2022
Q4 		$396K Sell
4,674
-256
-5% -$21.8K 0.1% 59
2022
Q3 		$392K Sell
4,930
-3
-0.1% -$266 0.12% 49
2022
Q2 		$414K Buy
+4,933
New +$451K 0.13% 50
2021
Q4 		$480K Buy
4,453
+1,986
+81% +$208K 0.13% 53
2021
Q3 		$243K Buy
+2,467
New +$250K 0.07% 63

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

Bell Investment Advisors's ESGU Position: Q1 2026 in Review

Bell Investment Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 26% in Q1 2026, buying an estimated $216K and bringing the position to 7,007 shares worth $991K. The position accounts for 0.16% of the portfolio, ranked #59.

Bell Investment Advisors 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.

  • Bell Investment Advisors held 7,007 shares of iShares ESG Aware MSCI USA ETF worth $991K as of Q1 2026.
  • Bell Investment Advisors bought 1,461 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $216K.
  • iShares ESG Aware MSCI USA ETF made up 0.16% of Bell Investment Advisors's portfolio in Q1 2026, its #59 holding.
  • Bell Investment Advisors 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 Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.