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Diversified Enterprises’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Diversified Enterprises’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 		$501K Sell
3,546
-685
-16% -$101K 0.03% 239
2025
Q4 		$630K Sell
4,231
-14
-0.3% -$2.07K 0.04% 181
2025
Q3 		$618K Sell
4,245
-51
-1% -$7.14K 0.04% 137
2025
Q2 		$581K Sell
4,296
-1,062
-20% -$133K 0.04% 146
2025
Q1 		$653K Sell
5,358
-2
-0% -$258 0.06% 128
2024
Q4 		$690K Sell
5,360
-1,895
-26% -$245K 0.07% 104
2024
Q3 		$915K Buy
+7,255
New +$881K 0.1% 78

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

Diversified Enterprises's ESGU Position: Q1 2026 in Review

Diversified Enterprises reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 16% in Q1 2026, selling an estimated $101K and leaving 3,546 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #239.

Diversified Enterprises first reported a position in ESGU in Q3 2024 and has held it in 7 quarters since. The position peaked at $915K in Q3 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Diversified Enterprises held 3,546 shares of iShares ESG Aware MSCI USA ETF worth $501K as of Q1 2026.
  • Diversified Enterprises sold 685 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $101K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Diversified Enterprises's portfolio in Q1 2026, its #239 holding.
  • Diversified Enterprises first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and has held it in 7 quarters since.
  • Diversified Enterprises's iShares ESG Aware MSCI USA ETF position peaked at $915K in Q3 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.