Curry Webb Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Curry Webb Wealth Management’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	$212K	Buy	1,499 +1	+0.1%	+$148	0.1%	61
2025 Q4	$223K	Buy	+1,498	New	+$221K	0.11%	65

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 $15B 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 $52B AUM 24.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Curry Webb Wealth Management's ESGU Position: Q1 2026 in Review

Curry Webb Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.07% in Q1 2026, buying an estimated $148 and bringing the position to 1,499 shares worth $212K. The position accounts for 0.1% of the portfolio, ranked #61.

Curry Webb Wealth Management first reported a position in ESGU in Q4 2025 and has held it in 2 quarters since. The position peaked at $223K in Q4 2025. 811 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Curry Webb Wealth Management held 1,499 shares of iShares ESG Aware MSCI USA ETF worth $212K as of Q1 2026.
Curry Webb Wealth Management bought 1 iShares ESG Aware MSCI USA ETF share in Q1 2026, an estimated $148.
iShares ESG Aware MSCI USA ETF made up 0.1% of Curry Webb Wealth Management's portfolio in Q1 2026, its #61 holding.
Curry Webb Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 2 quarters since.
Curry Webb Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $223K in Q4 2025.
811 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.