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ESGU icon

Brooklyn FI’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Brooklyn FI’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 		$2.64M Sell
18,687
-159
-0.8% -$23.5K 0.56% 36
2025
Q4 		$2.81M Sell
18,846
-272
-1% -$40.2K 0.6% 36
2025
Q3 		$2.78M Buy
19,118
+319
+2% +$44.7K 0.62% 36
2025
Q2 		$2.54M Buy
18,799
+7,266
+63% +$907K 0.65% 36
2025
Q1 		$1.41M Buy
11,533
+546
+5% +$70.3K 0.43% 35
2024
Q4 		$1.42M Buy
10,987
+592
+6% +$76.7K 0.47% 36
2024
Q3 		$1.31M Buy
10,395
+87
+0.8% +$10.6K 0.46% 34
2024
Q2 		$1.23M Buy
10,308
+1,087
+12% +$125K 0.48% 33
2024
Q1 		$1.06M Buy
9,221
+309
+3% +$33.9K 0.44% 34
2023
Q4 		$935K Sell
8,912
-647
-7% -$63.4K 0.44% 34
2023
Q3 		$898K Buy
9,559
+436
+5% +$42.7K 0.48% 30
2023
Q2 		$889K Buy
9,123
+1,591
+21% +$147K 0.48% 30
2023
Q1 		$813K Buy
7,532
+7,528
+188,200% +$666K 0.75% 23
2022
Q4 		$435K Sell
4
-5,139
-100% -$438K 0.31% 34
2022
Q3 		$408K Buy
5,143
+5,138
+102,760% +$455K 0.35% 32
2022
Q2 		$486K Sell
5
-18,019
-100% -$1.65M 0.48% 30
2022
Q1 		$1.83M Buy
18,024
+10,492
+139% +$1.05M 1.58% 19
2021
Q4 		$813K Buy
+7,532
New +$790K 0.76% 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

Brooklyn FI's ESGU Position: Q1 2026 in Review

Brooklyn FI reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.84% in Q1 2026, selling an estimated $23.5K and leaving 18,687 shares worth $2.64M. The position accounts for 0.56% of the portfolio, ranked #36.

Brooklyn FI first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.81M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Brooklyn FI held 18,687 shares of iShares ESG Aware MSCI USA ETF worth $2.64M as of Q1 2026.
  • Brooklyn FI sold 159 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $23.5K.
  • iShares ESG Aware MSCI USA ETF made up 0.56% of Brooklyn FI's portfolio in Q1 2026, its #36 holding.
  • Brooklyn FI first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • Brooklyn FI's iShares ESG Aware MSCI USA ETF position peaked at $2.81M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Brooklyn FI's 13F filing for Q1 2026, filed 11 May 2026.