Coppell Advisory Solutions’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Coppell Advisory Solutions’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	-2,092	Closed	-$314K	–	106
2025 Q4	$314K	Sell	2,092 -122	-6%	-$18K	0.03%	322
2025 Q3	$321K	Buy	2,214 +81	+4%	+$11.3K	0.03%	323
2025 Q2	$286K	Buy	+2,133	New	+$266K	0.03%	303
2025 Q1	–	Sell	-2,966	Closed	-$384K	–	793
2024 Q4	$384K	Buy	2,966 +593	+25%	+$76.8K	0.05%	193
2024 Q3	$298K	Hold	2,373	–	–	0.04%	219
2024 Q2	$283K	Buy	+2,373	New	+$273K	0.05%	209
2023 Q4	$291K	Buy	2,776 +2,760	+17,250%	+$270K	0.06%	214
2023 Q3	$1.36K	Sell	16 -2,397	-99%	-$235K	﹤0.01%	903
2023 Q2	$232K	Buy	+2,413	New	+$223K	0.07%	172
2023 Q1	–	Sell	-16	Closed	-$1.36K	–	469
2022 Q4	$1.36K	Buy	+16	New	+$1.36K	﹤0.01%	905

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

Coppell Advisory Solutions's ESGU Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 2,092 shares — an estimated $314K sold.

Coppell Advisory Solutions first reported a position in ESGU in Q4 2022 and held it in 10 quarters. The position peaked at $384K in Q4 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Coppell Advisory Solutions reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 2,092 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $314K.
Coppell Advisory Solutions first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 10 quarters.
Coppell Advisory Solutions's iShares ESG Aware MSCI USA ETF position peaked at $384K in Q4 2024.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.