BOK Financial Private Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

BOK Financial Private Wealth’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	$120K	Hold	849	–	–	0.01%	206
2025 Q4	$126K	Hold	849	–	–	0.01%	206
2025 Q3	$124K	Hold	849	–	–	0.01%	196
2025 Q2	$115K	Hold	849	–	–	0.01%	201
2025 Q1	$104K	Hold	849	–	–	0.01%	208
2024 Q4	$109K	Hold	849	–	–	0.01%	201
2024 Q3	$107K	Hold	849	–	–	0.01%	204
2024 Q2	$101K	Hold	849	–	–	0.01%	206
2024 Q1	$97.6K	Sell	849 -177	-17%	-$19.4K	0.01%	208
2023 Q4	$108K	Hold	1,026	–	–	0.01%	196
2023 Q3	$96.8K	Hold	1,026	–	–	0.01%	189
2023 Q2	$100K	Sell	1,026 -141	-12%	-$13K	0.01%	191
2023 Q1	$106K	Sell	1,167 -271	-19%	-$24K	0.01%	195
2022 Q4	$122K	Sell	1,438 -2,298	-62%	-$196K	0.01%	181
2022 Q3	$297K	Sell	3,736 -4,290	-53%	-$380K	0.03%	144
2022 Q2	$673K	Buy	8,026 +6,024	+301%	+$550K	0.06%	116
2022 Q1	$203K	Sell	2,002 -442	-18%	-$44.3K	0.01%	302
2021 Q4	$264K	Buy	+2,444	New	+$256K	0.02%	248

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

BOK Financial Private Wealth's ESGU Position: Q1 2026 in Review

BOK Financial Private Wealth held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 849 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #206.

BOK Financial Private Wealth first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $673K in Q2 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

BOK Financial Private Wealth held 849 shares of iShares ESG Aware MSCI USA ETF worth $120K as of Q1 2026.
BOK Financial Private Wealth left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up 0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #206 holding.
BOK Financial Private Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
BOK Financial Private Wealth's iShares ESG Aware MSCI USA ETF position peaked at $673K in Q2 2022.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.