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Burling Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Burling Wealth Partners’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 		$311K Hold
2,200
– – 0.05% 150
2025
Q4 		$328K Hold
2,200
– – 0.05% 156
2025
Q3 		$320K Buy
+2,200
New +$308K 0.05% 148

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

Burling Wealth Partners's ESGU Position: Q1 2026 in Review

Burling Wealth Partners held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 2,200 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #150.

Burling Wealth Partners first reported a position in ESGU in Q3 2025 and has held it in 3 quarters since. The position peaked at $328K in Q4 2025. 807 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Burling Wealth Partners held 2,200 shares of iShares ESG Aware MSCI USA ETF worth $311K as of Q1 2026.
  • Burling Wealth Partners left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of Burling Wealth Partners's portfolio in Q1 2026, its #150 holding.
  • Burling Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2025 and has held it in 3 quarters since.
  • Burling Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $328K in Q4 2025.
  • 807 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.