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

Elyxium Wealth’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	-168	Closed	-$25K	–	506
2025 Q4	$25K	Buy	+168	New	+$24.8K	0.01%	535

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Elyxium Wealth's ESGU Position: Q1 2026 in Review

Elyxium Wealth sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 168 shares — an estimated $25K sold.

Elyxium Wealth first reported a position in ESGU in Q4 2025 and held it in 1 quarter. The position peaked at $25K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Elyxium Wealth reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
Elyxium Wealth sold 168 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $25K.
Elyxium Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and held it in 1 quarter.
Elyxium Wealth's iShares ESG Aware MSCI USA ETF position peaked at $25K in Q4 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.