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Chesapeake Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Chesapeake Wealth 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 		$264K Sell
1,865
-700
-27% -$104K 0.08% 140
2025
Q4 		$382K Hold
2,565
– – 0.11% 117
2025
Q3 		$373K Buy
2,565
+650
+34% +$91K 0.11% 121
2025
Q2 		$259K Buy
+1,915
New +$239K 0.09% 144

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

Chesapeake Wealth Management's ESGU Position: Q1 2026 in Review

Chesapeake Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 27% in Q1 2026, selling an estimated $104K and leaving 1,865 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #140.

Chesapeake Wealth Management first reported a position in ESGU in Q2 2025 and has held it in 4 quarters since. The position peaked at $382K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Chesapeake Wealth Management held 1,865 shares of iShares ESG Aware MSCI USA ETF worth $264K as of Q1 2026.
  • Chesapeake Wealth Management sold 700 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $104K.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of Chesapeake Wealth Management's portfolio in Q1 2026, its #140 holding.
  • Chesapeake Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2025 and has held it in 4 quarters since.
  • Chesapeake Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $382K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.