DF
ESGU icon

Dunhill Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Dunhill Financial’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 		$368K Buy
2,601
+2,243
+627% +$332K 0.09% 92
2025
Q4 		$53.3K Buy
358
+172
+92% +$25.4K 0.01% 265
2025
Q3 		$27K Buy
186
+1
+0.5% +$140 0.01% 325
2025
Q2 		$25.1K Hold
185
– – 0.01% 304
2025
Q1 		$22.5K Buy
185
+34
+23% +$4.38K 0.01% 279
2024
Q4 		$19.5K Hold
151
– – 0.01% 281
2024
Q3 		$19K Buy
151
+1
+0.7% +$121 0.01% 282
2024
Q2 		$17.9K Buy
+150
New +$17.2K 0.01% 224

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

Dunhill Financial's ESGU Position: Q1 2026 in Review

Dunhill Financial increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 627% in Q1 2026, buying an estimated $332K and bringing the position to 2,601 shares worth $368K. The position accounts for 0.09% of the portfolio, ranked #92.

Dunhill Financial first reported a position in ESGU in Q2 2024 and has held it in 8 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Dunhill Financial held 2,601 shares of iShares ESG Aware MSCI USA ETF worth $368K as of Q1 2026.
  • Dunhill Financial bought 2,243 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $332K.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of Dunhill Financial's portfolio in Q1 2026, its #92 holding.
  • Dunhill Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 8 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.