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Caitlin John’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Caitlin John’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 		$34.9K Hold
247
– – 0.02% 352
2025
Q4 		$36.8K Hold
247
– – 0.02% 352
2025
Q3 		$36K Buy
+247
New +$34.6K 0.03% 311
2025
Q1 		– Sell
-247
Closed -$31.8K – 324
2024
Q4 		$31.8K Hold
247
– – 0.02% 301
2024
Q3 		$32.5K Hold
247
– – 0.02% 302
2024
Q2 		$29.5K Hold
247
– – 0.02% 312
2024
Q1 		$28.4K Sell
247
-12
-5% -$1.31K 0.02% 307
2023
Q4 		$27.2K Buy
+259
New +$25.4K 0.02% 295

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

Caitlin John's ESGU Position: Q1 2026 in Review

Caitlin John held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 247 shares worth $34.9K. The position accounts for 0.02% of the portfolio, ranked #352.

Caitlin John first reported a position in ESGU in Q4 2023 and has held it in 8 quarters since. The position peaked at $36.8K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Caitlin John held 247 shares of iShares ESG Aware MSCI USA ETF worth $34.9K as of Q1 2026.
  • Caitlin John left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Caitlin John's portfolio in Q1 2026, its #352 holding.
  • Caitlin John first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's iShares ESG Aware MSCI USA ETF position peaked at $36.8K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.