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

Edgestream 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 		– Sell
-1,363
Closed -$203K – 935
2025
Q4 		$203K Buy
+1,363
New +$202K 0.01% 922
2024
Q4 		– Sell
-1,688
Closed -$213K – 920
2024
Q3 		$213K Buy
+1,688
New +$205K 0.01% 801

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

Edgestream Partners's ESGU Position: Q1 2026 in Review

Edgestream Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 1,363 shares — an estimated $203K sold.

Edgestream Partners first reported a position in ESGU in Q3 2024 and held it in 2 quarters. The position peaked at $213K in Q3 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Edgestream Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 1,363 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $203K.
  • Edgestream Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and held it in 2 quarters.
  • Edgestream Partners's iShares ESG Aware MSCI USA ETF position peaked at $213K in Q3 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.