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Brookwood Investment Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Brookwood Investment Group’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 		$1.01M Sell
7,132
-1,227
-15% -$182K 0.12% 170
2025
Q4 		$1.25M Buy
8,359
+518
+7% +$76.6K 0.15% 137
2025
Q3 		$1.14M Buy
7,841
+1,271
+19% +$178K 0.15% 125
2025
Q2 		$889K Buy
6,570
+1,007
+18% +$126K 0.14% 150
2025
Q1 		$678K Buy
+5,563
New +$716K 0.12% 173

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

Brookwood Investment Group's ESGU Position: Q1 2026 in Review

Brookwood Investment Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 15% in Q1 2026, selling an estimated $182K and leaving 7,132 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #170.

Brookwood Investment Group first reported a position in ESGU in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.25M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Brookwood Investment Group held 7,132 shares of iShares ESG Aware MSCI USA ETF worth $1.01M as of Q1 2026.
  • Brookwood Investment Group sold 1,227 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $182K.
  • iShares ESG Aware MSCI USA ETF made up 0.12% of Brookwood Investment Group's portfolio in Q1 2026, its #170 holding.
  • Brookwood Investment Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 5 quarters since.
  • Brookwood Investment Group's iShares ESG Aware MSCI USA ETF position peaked at $1.25M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.