Brown, Lisle/Cummings’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Brown, Lisle/Cummings’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	$29.6K	Hold	209	–	–	0.01%	418
2025 Q4	$31.1K	Hold	209	–	–	0.01%	388
2025 Q3	$30.4K	Hold	209	–	–	0.01%	390
2025 Q2	$28.3K	Hold	209	–	–	0.01%	391
2025 Q1	$25.5K	Hold	209	–	–	0.01%	387
2024 Q4	$26.9K	Hold	209	–	–	0.01%	386
2024 Q3	$26.4K	Hold	209	–	–	0.01%	365
2024 Q2	$24.9K	Hold	209	–	–	0.01%	366
2024 Q1	$24K	Hold	209	–	–	0.01%	355
2023 Q4	$21.9K	Hold	209	–	–	0.01%	357
2023 Q3	$19.6K	Hold	209	–	–	0.01%	337
2023 Q2	$20.4K	Hold	209	–	–	0.01%	334
2023 Q1	$18.9K	Hold	209	–	–	0.01%	340
2022 Q4	$17.7K	Hold	209	–	–	0.01%	329
2022 Q3	$16.6K	Hold	209	–	–	0.01%	333
2022 Q2	$17.5K	Hold	209	–	–	0.01%	334
2022 Q1	$21.2K	Hold	209	–	–	0.01%	333
2021 Q4	$22.6K	Buy	+209	New	+$21.9K	0.01%	327

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brown, Lisle/Cummings's ESGU Position: Q1 2026 in Review

Brown, Lisle/Cummings held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 209 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #418.

Brown, Lisle/Cummings first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $31.1K in Q4 2025. 814 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Brown, Lisle/Cummings held 209 shares of iShares ESG Aware MSCI USA ETF worth $29.6K as of Q1 2026.
Brown, Lisle/Cummings 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 Brown, Lisle/Cummings's portfolio in Q1 2026, its #418 holding.
Brown, Lisle/Cummings first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's iShares ESG Aware MSCI USA ETF position peaked at $31.1K in Q4 2025.
814 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.