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Charter Oak Capital Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Charter Oak Capital Management’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 		$1.57M Hold
11,108
– – 0.12% 59
2025
Q4 		$1.65M Buy
11,108
+1
+0% +$148 0.13% 57
2025
Q3 		$1.62M Sell
11,107
-105
-0.9% -$14.7K 0.13% 58
2025
Q2 		$1.52M Sell
11,212
-30
-0.3% -$3.75K 0.13% 59
2025
Q1 		$1.37M Buy
11,242
+5
+0% +$644 0.13% 56
2024
Q4 		$1.45M Sell
11,237
-24
-0.2% -$3.11K 0.13% 56
2024
Q3 		$1.42M Buy
11,261
+390
+4% +$47.4K 0.13% 57
2024
Q2 		$1.3M Sell
10,871
-496
-4% -$57K 0.14% 59
2024
Q1 		$1.31M Sell
11,367
-190
-2% -$20.8K 0.14% 60
2023
Q4 		$1.21M Sell
11,557
-343
-3% -$33.6K 0.14% 58
2023
Q3 		$1.12M Buy
11,900
+15
+0.1% +$1.47K 0.15% 60
2023
Q2 		$1.16M Sell
11,885
-63
-0.5% -$5.82K 0.15% 62
2023
Q1 		$1.08M Sell
11,948
-13
-0.1% -$1.15K 0.15% 62
2022
Q4 		$1.01M Buy
11,961
+597
+5% +$50.9K 0.15% 62
2022
Q3 		$902K Buy
11,364
+1,305
+13% +$116K 0.14% 63
2022
Q2 		$844K Buy
10,059
+2,993
+42% +$273K 0.12% 80
2022
Q1 		$716K Buy
7,066
+35
+0.5% +$3.51K 0.09% 93
2021
Q4 		$759K Sell
7,031
-13
-0.2% -$1.36K 0.09% 92
2021
Q3 		$694K Buy
7,044
+3,028
+75% +$307K 0.09% 93
2021
Q2 		$395K Buy
4,016
+3,299
+460% +$316K 0.05% 122
2021
Q1 		$65K Buy
717
+288
+67% +$25.6K 0.01% 287
2020
Q4 		$37K Buy
+429
New +$34.8K 0.01% 332

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

Charter Oak Capital Management's ESGU Position: Q1 2026 in Review

Charter Oak Capital Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 11,108 shares worth $1.57M. The position accounts for 0.12% of the portfolio, ranked #59.

Charter Oak Capital Management first reported a position in ESGU in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.65M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Charter Oak Capital Management held 11,108 shares of iShares ESG Aware MSCI USA ETF worth $1.57M as of Q1 2026.
  • Charter Oak Capital Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.12% of Charter Oak Capital Management's portfolio in Q1 2026, its #59 holding.
  • Charter Oak Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's iShares ESG Aware MSCI USA ETF position peaked at $1.65M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.