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Blue Trust Inc’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Blue Trust Inc’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 		$3.06M Sell
21,616
-1,202
-5% -$178K 0.04% 142
2025
Q4 		$3.4M Sell
22,818
-201
-0.9% -$29.7K 0.04% 132
2025
Q3 		$3.35M Sell
23,019
-159
-0.7% -$22.3K 0.04% 130
2025
Q2 		$3.14M Sell
23,178
-9
-0% -$1.12K 0.04% 129
2025
Q1 		$2.83M Sell
23,187
-14
-0.1% -$1.8K 0.04% 130
2024
Q4 		$2.99M Sell
23,201
-2,424
-9% -$314K 0.04% 119
2024
Q3 		$3.06M Sell
25,625
-618
-2% -$75K 0.04% 112
2024
Q2 		$3.02M Hold
26,243
– – 0.04% 97
2024
Q1 		$3.02M Sell
26,243
-68,286
-72% -$7.48M 0.04% 83
2023
Q4 		$8.88M Sell
94,529
-66,636
-41% -$6.53M 0.14% 44
2023
Q3 		$15.7M Sell
161,165
-16,699
-9% -$1.64M 0.24% 36
2023
Q2 		$16.1M Sell
177,864
-335,878
-65% -$31M 0.26% 39
2023
Q1 		$43.5M Sell
513,742
-93,884
-15% -$8.3M 0.71% 26
2022
Q4 		$48.3M Sell
607,626
-65,267
-10% -$5.57M 0.86% 25
2022
Q3 		$56.5M Sell
672,893
-90,128
-12% -$7.98M 0.99% 24
2022
Q2 		$77.3M Buy
+763,021
New +$69.7M 1.2% 23

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

Blue Trust Inc's ESGU Position: Q1 2026 in Review

Blue Trust Inc reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.3% in Q1 2026, selling an estimated $178K and leaving 21,616 shares worth $3.06M. The position accounts for 0.04% of the portfolio, ranked #142.

Blue Trust Inc first reported a position in ESGU in Q2 2022 and has held it in 16 quarters since. The position peaked at $77.3M in Q2 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Blue Trust Inc held 21,616 shares of iShares ESG Aware MSCI USA ETF worth $3.06M as of Q1 2026.
  • Blue Trust Inc sold 1,202 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $178K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Blue Trust Inc's portfolio in Q1 2026, its #142 holding.
  • Blue Trust Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's iShares ESG Aware MSCI USA ETF position peaked at $77.3M in Q2 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.