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

Destination 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 		$499K Sell
3,526
-263
-7% -$38.9K 0.01% 205
2025
Q4 		$564K Buy
3,789
+448
+13% +$66.2K 0.01% 181
2025
Q3 		$486K Buy
3,341
+43
+1% +$6.02K 0.01% 184
2025
Q2 		$446K Buy
3,298
+41
+1% +$5.12K 0.01% 186
2025
Q1 		$397K Buy
3,257
+44
+1% +$5.67K 0.01% 182
2024
Q4 		$414K Sell
3,213
-62
-2% -$8.03K 0.01% 172
2024
Q3 		$413K Sell
3,275
-33
-1% -$4.01K 0.01% 175
2024
Q2 		$395K Sell
3,308
-101
-3% -$11.6K 0.01% 157
2024
Q1 		$392K Buy
3,409
+14
+0.4% +$1.53K 0.01% 156
2023
Q4 		$356K Buy
3,395
+434
+15% +$42.5K 0.01% 161
2023
Q3 		$278K Sell
2,961
-1,091
-27% -$107K 0.01% 169
2023
Q2 		$395K Sell
4,052
-151
-4% -$13.9K 0.01% 156
2023
Q1 		$380K Buy
+4,203
New +$372K 0.01% 155
2022
Q4 		– Sell
-3,681
Closed -$292K – 203
2022
Q3 		$292K Buy
3,681
+596
+19% +$52.8K 0.01% 160
2022
Q2 		$259K Sell
3,085
-431
-12% -$39.4K 0.01% 175
2022
Q1 		$356K Sell
3,516
-22
-0.6% -$2.2K 0.01% 149
2021
Q4 		$382K Sell
3,538
-5
-0.1% -$525 0.01% 155
2021
Q3 		$349K Buy
3,543
+91
+3% +$9.22K 0.01% 139
2021
Q2 		$340K Buy
+3,452
New +$330K 0.01% 149

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

Destination Wealth Management's ESGU Position: Q1 2026 in Review

Destination Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.9% in Q1 2026, selling an estimated $38.9K and leaving 3,526 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #205.

Destination Wealth Management first reported a position in ESGU in Q2 2021 and has held it in 19 quarters since. The position peaked at $564K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Destination Wealth Management held 3,526 shares of iShares ESG Aware MSCI USA ETF worth $499K as of Q1 2026.
  • Destination Wealth Management sold 263 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $38.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #205 holding.
  • Destination Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and has held it in 19 quarters since.
  • Destination Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $564K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

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