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

Bellwether 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 		$318K Hold
2,248
– – 0.05% 130
2025
Q4 		$335K Hold
2,248
– – 0.05% 104
2025
Q3 		$327K Buy
2,248
+24
+1% +$3.36K 0.05% 111
2025
Q2 		$301K Hold
2,224
– – 0.05% 103
2025
Q1 		$271K Hold
2,224
– – 0.06% 105
2024
Q4 		$286K Hold
2,224
– – 0.05% 110
2024
Q3 		$281K Buy
2,224
+55
+3% +$6.68K 0.05% 103
2024
Q2 		$259K Hold
2,169
– – 0.05% 105
2024
Q1 		$249K Buy
+2,169
New +$238K 0.05% 109
2023
Q2 		– Sell
-1,360
Closed -$123K – 210
2023
Q1 		$123K Hold
1,360
– – 0.03% 148
2022
Q4 		$115K Sell
1,360
-12
-0.9% -$1.02K 0.03% 148
2022
Q3 		$108K Hold
1,372
– – 0.04% 123
2022
Q2 		$115K Hold
1,372
– – 0.04% 132
2022
Q1 		$139K Sell
1,372
-24
-2% -$2.4K 0.04% 147
2021
Q4 		$150K Sell
1,396
-35
-2% -$3.67K 0.05% 135
2021
Q3 		$140K Hold
1,431
– – 0.05% 159
2021
Q2 		$140K Buy
1,431
+862
+151% +$82.5K 0.05% 140
2021
Q1 		$51K Hold
569
– – 0.02% 167
2020
Q4 		$48K Buy
+569
New +$46.2K 0.02% 165

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

Bellwether Advisors's ESGU Position: Q1 2026 in Review

Bellwether Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 2,248 shares worth $318K. The position accounts for 0.05% of the portfolio, ranked #130.

Bellwether Advisors first reported a position in ESGU in Q4 2020 and has held it in 19 quarters since. The position peaked at $335K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Bellwether Advisors held 2,248 shares of iShares ESG Aware MSCI USA ETF worth $318K as of Q1 2026.
  • Bellwether Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of Bellwether Advisors's portfolio in Q1 2026, its #130 holding.
  • Bellwether Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 19 quarters since.
  • Bellwether Advisors's iShares ESG Aware MSCI USA ETF position peaked at $335K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.