BlueStem Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

BlueStem Wealth Partners’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	$1.86M	Buy	13,149 +131	+1%	+$19.4K	0.21%	48
2025 Q4	$1.94M	Sell	13,018 -258	-2%	-$38.1K	0.21%	45
2025 Q3	$1.93M	Sell	13,276 -804	-6%	-$113K	0.22%	41
2025 Q2	$1.9M	Buy	14,080 +1,530	+12%	+$191K	0.23%	39
2025 Q1	$1.53M	Sell	12,550 -1,803	-13%	-$232K	0.21%	39
2024 Q4	$1.85M	Buy	+14,353	New	+$1.86M	0.24%	36

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlueStem Wealth Partners's ESGU Position: Q1 2026 in Review

BlueStem Wealth Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1% in Q1 2026, buying an estimated $19.4K and bringing the position to 13,149 shares worth $1.86M. The position accounts for 0.21% of the portfolio, ranked #48.

BlueStem Wealth Partners first reported a position in ESGU in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.94M in Q4 2025. 807 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

BlueStem Wealth Partners held 13,149 shares of iShares ESG Aware MSCI USA ETF worth $1.86M as of Q1 2026.
BlueStem Wealth Partners bought 131 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $19.4K.
iShares ESG Aware MSCI USA ETF made up 0.21% of BlueStem Wealth Partners's portfolio in Q1 2026, its #48 holding.
BlueStem Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $1.94M in Q4 2025.
807 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.