CWP
ESGU icon

Concord Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Concord Wealth Partners’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
-222
Closed -$33.1K – 371
2025
Q4 		$33.1K Hold
222
– – ﹤0.01% 379
2025
Q3 		$32.3K Hold
222
– – ﹤0.01% 398
2025
Q2 		$30K Hold
222
– – ﹤0.01% 407
2025
Q1 		$27.1K Hold
222
– – ﹤0.01% 398
2024
Q4 		$28.6K Hold
222
– – ﹤0.01% 410
2024
Q3 		$28K Hold
222
– – ﹤0.01% 422
2024
Q2 		$26.5K Sell
222
-163
-42% -$18.7K ﹤0.01% 388
2024
Q1 		$44.3K Sell
385
-1,253
-76% -$137K 0.01% 369
2023
Q4 		$172K Sell
1,638
-314
-16% -$30.8K 0.03% 217
2023
Q3 		$183K Sell
1,952
-11
-0.6% -$1.08K 0.04% 206
2023
Q2 		$191K Buy
1,963
+991
+102% +$91.5K 0.04% 200
2023
Q1 		$87.9K Sell
972
-1,082
-53% -$95.7K 0.02% 268
2022
Q4 		$174K Sell
2,054
-1,611
-44% -$137K 0.05% 174
2022
Q3 		$291K Sell
3,665
-1,675
-31% -$148K 0.09% 125
2022
Q2 		$448K Buy
5,340
+222
+4% +$20.3K 0.12% 111
2022
Q1 		$519K Buy
5,118
+181
+4% +$18.1K 0.13% 101
2021
Q4 		$533K Buy
+4,937
New +$518K 0.13% 94

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

Concord Wealth Partners's ESGU Position: Q1 2026 in Review

Concord Wealth Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 222 shares — an estimated $33.1K sold.

Concord Wealth Partners first reported a position in ESGU in Q4 2021 and held it in 17 quarters. The position peaked at $533K in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Concord Wealth Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 222 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $33.1K.
  • Concord Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 17 quarters.
  • Concord Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $533K in Q4 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.