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Centaurus Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Centaurus Financial’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 		– Sell
-1,833
Closed -$273K – 1082
2025
Q4 		$273K Buy
1,833
+30
+2% +$4.44K 0.01% 704
2025
Q3 		$263K Sell
1,803
-12
-0.7% -$1.68K 0.01% 714
2025
Q2 		$246K Sell
1,815
-17
-0.9% -$2.12K 0.01% 662
2025
Q1 		$223K Sell
1,832
-503
-22% -$64.8K 0.01% 649
2024
Q4 		$301K Sell
2,335
-9
-0.4% -$1.17K 0.02% 567
2024
Q3 		$296K Sell
2,344
-32
-1% -$3.89K 0.02% 539
2024
Q2 		$284K Sell
2,376
-556
-19% -$63.9K 0.02% 515
2024
Q1 		$337K Buy
2,932
+159
+6% +$17.4K 0.02% 470
2023
Q4 		$291K Sell
2,773
-181
-6% -$17.7K 0.02% 491
2023
Q3 		$277K Buy
2,954
+73
+3% +$7.15K 0.02% 487
2023
Q2 		$281K Sell
2,881
-9,426
-77% -$870K 0.02% 481
2023
Q1 		$1.11M Buy
12,307
+6,566
+114% +$581K 0.09% 249
2022
Q4 		$487K Sell
5,741
-52,545
-90% -$4.48M 0.05% 368
2022
Q3 		$4.63M Buy
58,286
+16,215
+39% +$1.44M 0.45% 43
2022
Q2 		$3.53M Sell
42,071
-15,386
-27% -$1.41M 0.35% 65
2022
Q1 		$5.82M Sell
57,457
-4,752
-8% -$476K 0.46% 41
2021
Q4 		$6.71M Sell
62,209
-75
-0.1% -$7.87K 0.51% 38
2021
Q3 		$6.13M Buy
62,284
+991
+2% +$100K 0.51% 37
2021
Q2 		$6.04M Buy
61,293
+968
+2% +$92.6K 0.51% 37
2021
Q1 		$5.48M Sell
60,325
-4,779
-7% -$425K 0.54% 37
2020
Q4 		$5.6M Buy
65,104
+13,568
+26% +$1.1M 0.59% 33
2020
Q3 		$3.93M Buy
+51,536
New +$3.88M 0.54% 45

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

Centaurus Financial's ESGU Position: Q1 2026 in Review

Centaurus Financial sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 1,833 shares — an estimated $273K sold.

Centaurus Financial first reported a position in ESGU in Q3 2020 and held it in 22 quarters. The position peaked at $6.71M in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Centaurus Financial reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Centaurus Financial sold 1,833 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $273K.
  • Centaurus Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and held it in 22 quarters.
  • Centaurus Financial's iShares ESG Aware MSCI USA ETF position peaked at $6.71M in Q4 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.