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Destiny Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Destiny Wealth Partners’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 		$821K Sell
5,806
-117
-2% -$17.3K 0.09% 109
2025
Q4 		$895K Hold
5,923
– – 0.1% 95
2025
Q3 		$862K Hold
5,923
– – 0.11% 95
2025
Q2 		$801K Sell
5,923
-112
-2% -$14K 0.11% 95
2025
Q1 		$736K Hold
6,035
– – 0.12% 93
2024
Q4 		$777K Sell
6,035
-100
-2% -$13K 0.13% 93
2024
Q3 		$774K Sell
6,135
-49
-0.8% -$5.95K 0.14% 90
2024
Q2 		$738K Hold
6,184
– – 0.13% 86
2024
Q1 		$711K Sell
6,184
-89
-1% -$9.75K 0.13% 83
2023
Q4 		$646K Hold
6,273
– – 0.12% 84
2023
Q3 		$589K Hold
6,273
– – 0.12% 88
2023
Q2 		$626K Sell
6,273
-611
-9% -$56.4K 0.12% 87
2023
Q1 		$623K Buy
6,884
+199
+3% +$17.6K 0.13% 86
2022
Q4 		$567K Sell
6,685
-1,368
-17% -$117K 0.12% 92
2022
Q3 		$639K Sell
8,053
-329
-4% -$29.1K 0.14% 85
2022
Q2 		$703K Hold
8,382
– – 0.15% 80
2022
Q1 		$850K Sell
8,382
-181
-2% -$18.1K 0.17% 79
2021
Q4 		$924K Hold
8,563
– – 0.18% 82
2021
Q3 		$843K Sell
8,563
-197
-2% -$20K 0.17% 83
2021
Q2 		$863K Sell
8,760
-81
-0.9% -$7.75K 0.17% 94
2021
Q1 		$803K Sell
8,841
-102
-1% -$9.07K 0.17% 81
2020
Q4 		$769K Buy
+8,943
New +$726K 0.16% 82

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

Destiny Wealth Partners's ESGU Position: Q1 2026 in Review

Destiny Wealth Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2% in Q1 2026, selling an estimated $17.3K and leaving 5,806 shares worth $821K. The position accounts for 0.09% of the portfolio, ranked #109.

Destiny Wealth Partners first reported a position in ESGU in Q4 2020 and has held it in 22 quarters since. The position peaked at $924K in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Destiny Wealth Partners held 5,806 shares of iShares ESG Aware MSCI USA ETF worth $821K as of Q1 2026.
  • Destiny Wealth Partners sold 117 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $17.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of Destiny Wealth Partners's portfolio in Q1 2026, its #109 holding.
  • Destiny Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 22 quarters since.
  • Destiny Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $924K in Q4 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.