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Clean Yield Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Clean Yield 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 		$350K Buy
+2,474
New +$366K 0.1% 111
2022
Q2 		– Sell
-226
Closed -$23K – 435
2022
Q1 		$23K Buy
+226
New +$22.6K 0.01% 302
2021
Q1 		– Sell
-750
Closed -$65K – 219
2020
Q4 		$65K Buy
+750
New +$60.9K 0.02% 229

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

Clean Yield Group's ESGU Position: Q1 2026 in Review

Clean Yield Group opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026: 2,474 shares worth $350K. The stake represents 0.1% of the portfolio and ranks #111 among its holdings. This is a return to the name: Clean Yield Group previously reported a position in ESGU as recently as Q1 2022.

Clean Yield Group first reported a position in ESGU in Q4 2020 and has held it in 3 quarters since. 807 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Clean Yield Group held 2,474 shares of iShares ESG Aware MSCI USA ETF worth $350K as of Q1 2026.
  • iShares ESG Aware MSCI USA ETF was a new Clean Yield Group position in Q1 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.1% of Clean Yield Group's portfolio in Q1 2026, its #111 holding.
  • Clean Yield Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 3 quarters since.
  • 807 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.