Concurrent Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Concurrent Investment Advisors’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	$2.42M	Buy	17,081 +2,430	+17%	+$360K	0.03%	557
2025 Q4	$2.18M	Buy	14,651 +5,529	+61%	+$817K	0.02%	542
2025 Q3	$1.33M	Buy	9,122 +211	+2%	+$29.6K	0.02%	576
2025 Q2	$1.21M	Buy	8,911 +1,937	+28%	+$242K	0.02%	551
2025 Q1	$850K	Sell	6,974 -80	-1%	-$10.3K	0.02%	593
2024 Q4	$909K	Sell	7,054 -773	-10%	-$100K	0.02%	520
2024 Q3	$988K	Buy	7,827 +74	+1%	+$8.99K	0.03%	466
2024 Q2	$925K	Sell	7,753 -225	-3%	-$25.8K	0.03%	449
2024 Q1	$917K	Sell	7,978 -1,632	-17%	-$179K	0.04%	387
2023 Q4	$1.01M	Buy	+9,610	New	+$941K	0.05%	337

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concurrent Investment Advisors's ESGU Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 17% in Q1 2026, buying an estimated $360K and bringing the position to 17,081 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #557.

Concurrent Investment Advisors first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Concurrent Investment Advisors held 17,081 shares of iShares ESG Aware MSCI USA ETF worth $2.42M as of Q1 2026.
Concurrent Investment Advisors bought 2,430 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $360K.
iShares ESG Aware MSCI USA ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #557 holding.
Concurrent Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.