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Chicago Partners Investment Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Chicago Partners Investment Group’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 		$1.75M Buy
11,324
+64
+0.6% +$9.47K 0.04% 367
2025
Q4 		$1.69M Sell
11,260
-324
-3% -$47.9K 0.04% 329
2025
Q3 		$1.74M Sell
11,584
-56
-0.5% -$7.84K 0.05% 304
2025
Q2 		$1.61M Sell
11,640
-120
-1% -$15K 0.05% 295
2025
Q1 		$1.44M Sell
11,760
-24
-0.2% -$3.09K 0.05% 289
2024
Q4 		$1.53M Buy
11,784
+108
+0.9% +$14K 0.05% 270
2024
Q3 		$1.48M Sell
11,676
-369
-3% -$44.8K 0.05% 265
2024
Q2 		$1.43M Buy
12,045
+21
+0.2% +$2.41K 0.06% 265
2024
Q1 		$1.33M Sell
12,024
-130
-1% -$14.2K 0.06% 269
2023
Q4 		$1.3M Buy
12,154
+720
+6% +$70.5K 0.06% 264
2023
Q3 		$1.05M Buy
11,434
+654
+6% +$64.1K 0.06% 278
2023
Q2 		$1.07M Buy
10,780
+620
+6% +$57.3K 0.06% 284
2023
Q1 		$923K Buy
10,160
+1,194
+13% +$106K 0.05% 275
2022
Q4 		$826K Buy
8,966
+1,044
+13% +$89.1K 0.05% 290
2022
Q3 		$667K Buy
7,922
+110
+1% +$9.74K 0.05% 289
2022
Q2 		$718K Buy
7,812
+4
+0.1% +$365 0.05% 275
2022
Q1 		$681K Buy
7,808
+253
+3% +$25.3K 0.05% 258
2021
Q4 		$746K Buy
7,555
+429
+6% +$45K 0.05% 269
2021
Q3 		$757K Buy
7,126
+3,209
+82% +$325K 0.05% 269
2021
Q2 		$397K Buy
3,917
+229
+6% +$21.9K 0.03% 365
2021
Q1 		$354K Buy
+3,688
New +$328K 0.03% 366

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

Chicago Partners Investment Group's ESGU Position: Q1 2026 in Review

Chicago Partners Investment Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.57% in Q1 2026, buying an estimated $9.47K and bringing the position to 11,324 shares worth $1.75M. The position accounts for 0.04% of the portfolio, ranked #367.

Chicago Partners Investment Group first reported a position in ESGU in Q1 2021 and has held it in 21 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Chicago Partners Investment Group held 11,324 shares of iShares ESG Aware MSCI USA ETF worth $1.75M as of Q1 2026.
  • Chicago Partners Investment Group bought 64 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $9.47K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q1 2026, its #367 holding.
  • Chicago Partners Investment Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 21 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.