Blue Trust Inc
ESGU icon

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
Q3 		$3.77M Sell
22,597
-115
-0.5% -$19.1K 0.04% 134
2026
Q2 		$3.72M Buy
22,712
+1,096
+5% +$173K 0.04% 128
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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Blue Trust Inc's ESGU Position: Q3 2026 in Review

Blue Trust Inc reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.51% in Q3 2026, selling an estimated $19.1K and leaving 22,597 shares worth $3.77M. The position accounts for 0.04% of the portfolio, ranked #134.

Blue Trust Inc first reported a position in ESGU in Q2 2022 and has held it in 18 quarters since. The position peaked at $77.3M in Q2 2022. 346 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Blue Trust Inc held 22,597 shares of iShares ESG Aware MSCI USA ETF worth $3.77M as of Q3 2026.
  • Blue Trust Inc sold 115 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $19.1K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Blue Trust Inc's portfolio in Q3 2026, its #134 holding.
  • Blue Trust Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's iShares ESG Aware MSCI USA ETF position peaked at $77.3M in Q2 2022.
  • 346 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.