Corient Private Wealth
ESGU icon

Corient Private Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Corient Private Wealth’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 		$20.4M Sell
144,193
-121,379
-46% -$18M 0.03% 399
2025
Q4 		$39.6M Buy
265,572
+132,006
+99% +$19.5M 0.03% 410
2025
Q3 		$19M Buy
133,566
+11,858
+10% +$1.66M 0.03% 399
2025
Q2 		$16.5M Sell
121,708
-4,852
-4% -$606K 0.02% 420
2025
Q1 		$15.4M Buy
126,560
+1,694
+1% +$218K 0.03% 431
2024
Q4 		$16.1M Buy
124,866
+19,465
+18% +$2.52M 0.03% 426
2024
Q3 		$13.3M Buy
105,401
+3,007
+3% +$365K 0.02% 494
2024
Q2 		$12.2M Buy
102,394
+4,740
+5% +$544K 0.02% 483
2024
Q1 		$11.2M Buy
97,654
+4,512
+5% +$494K 0.02% 498
2023
Q4 		$9.77M Buy
93,142
+6,906
+8% +$676K 0.02% 528
2023
Q3 		$8.1M Buy
86,236
+30,977
+56% +$3.03M 0.02% 523
2023
Q2 		$5.39M Buy
55,259
+2,205
+4% +$204K 0.01% 611
2023
Q1 		$4.8M Buy
53,054
+16,436
+45% +$1.45M 0.01% 609
2022
Q4 		$3.1M Buy
+36,618
New +$3.12M 0.01% 600

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

Corient Private Wealth's ESGU Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 46% in Q1 2026, selling an estimated $18M and leaving 144,193 shares worth $20.4M. The position accounts for 0.03% of the portfolio, ranked #399.

Corient Private Wealth first reported a position in ESGU in Q4 2022 and has held it in 14 quarters since. The position peaked at $39.6M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Corient Private Wealth held 144,193 shares of iShares ESG Aware MSCI USA ETF worth $20.4M as of Q1 2026.
  • Corient Private Wealth sold 121,379 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $18M.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Corient Private Wealth's portfolio in Q1 2026, its #399 holding.
  • Corient Private Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares ESG Aware MSCI USA ETF position peaked at $39.6M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.