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Bogart Wealth LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bogart Wealth LLC’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 		$1.52M Sell
10,773
-3,141
-23% -$465K 0.06% 118
2025
Q4 		$2.07M Sell
13,914
-365
-3% -$54K 0.08% 114
2025
Q3 		$2.08M Sell
14,279
-703
-5% -$98.5K 0.08% 112
2025
Q2 		$2.03M Buy
14,982
+825
+6% +$103K 0.09% 112
2025
Q1 		$1.73M Sell
14,157
-177
-1% -$22.8K 0.08% 112
2024
Q4 		$1.85M Buy
14,334
+2,148
+18% +$278K 0.09% 113
2024
Q3 		$1.54M Sell
12,186
-26,350
-68% -$3.2M 0.07% 116
2024
Q2 		$4.6M Buy
38,536
+4,867
+14% +$559K 0.23% 90
2024
Q1 		$3.87M Buy
33,669
+1,176
+4% +$129K 0.2% 98
2023
Q4 		$3.41M Buy
32,493
+2,699
+9% +$264K 0.19% 96
2023
Q3 		$2.8M Buy
29,794
+3,494
+13% +$342K 0.17% 99
2023
Q2 		$2.56M Buy
26,300
+854
+3% +$78.9K 0.16% 100
2023
Q1 		$2.3M Buy
25,446
+2,356
+10% +$208K 0.15% 101
2022
Q4 		$1.96M Buy
23,090
+1,171
+5% +$99.9K 0.14% 105
2022
Q3 		$1.74M Buy
21,919
+1,228
+6% +$109K 0.15% 99
2022
Q2 		$1.74M Buy
20,691
+591
+3% +$54K 0.15% 97
2022
Q1 		$2.04M Buy
20,100
+654
+3% +$65.5K 0.17% 93
2021
Q4 		$2.1M Buy
19,446
+7,190
+59% +$754K 0.19% 94
2021
Q3 		$1.21M Buy
12,256
+1,387
+13% +$141K 0.12% 103
2021
Q2 		$1.07M Buy
10,869
+9,797
+914% +$937K 0.12% 103
2021
Q1 		$97K Buy
+1,072
New +$95.3K 0.01% 171

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

Bogart Wealth LLC's ESGU Position: Q1 2026 in Review

Bogart Wealth LLC reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 23% in Q1 2026, selling an estimated $465K and leaving 10,773 shares worth $1.52M. The position accounts for 0.06% of the portfolio, ranked #118.

Bogart Wealth LLC first reported a position in ESGU in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.6M in Q2 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Bogart Wealth LLC held 10,773 shares of iShares ESG Aware MSCI USA ETF worth $1.52M as of Q1 2026.
  • Bogart Wealth LLC sold 3,141 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $465K.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of Bogart Wealth LLC's portfolio in Q1 2026, its #118 holding.
  • Bogart Wealth LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 21 quarters since.
  • Bogart Wealth LLC's iShares ESG Aware MSCI USA ETF position peaked at $4.6M in Q2 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.