Empower Advisory Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Empower Advisory Group’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	$71.2M	Sell	503,648 -258,260	-34%	-$38.2M	0.18%	110
2025 Q4	$114M	Buy	761,908 +79,522	+12%	+$11.8M	0.31%	61
2025 Q3	$99.4M	Sell	682,386 -11,763	-2%	-$1.65M	0.28%	70
2025 Q2	$93.9M	Buy	694,149 +1,266	+0.2%	+$158K	0.28%	70
2025 Q1	$84.5M	Sell	692,883 -55,589	-7%	-$7.16M	0.28%	72
2024 Q4	$96.4M	Sell	748,472 -7,262	-1%	-$941K	0.32%	62
2024 Q3	$95.4M	Sell	755,734 -12,831	-2%	-$1.56M	0.32%	66
2024 Q2	$91.7M	Sell	768,565 -24,208	-3%	-$2.78M	0.34%	62
2024 Q1	$91.1M	Sell	792,773 -33,189	-4%	-$3.64M	0.34%	67
2023 Q4	$86.7M	Sell	825,962 -10,040	-1%	-$983K	0.34%	68
2023 Q3	$78.5M	Sell	836,002 -41,055	-5%	-$4.02M	0.35%	60
2023 Q2	$85.5M	Buy	877,057 +12,969	+2%	+$1.2M	0.37%	62
2023 Q1	$78.3M	Buy	+864,088	New	+$76.4M	0.35%	65

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

Empower Advisory Group's ESGU Position: Q1 2026 in Review

Empower Advisory Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 34% in Q1 2026, selling an estimated $38.2M and leaving 503,648 shares worth $71.2M. The position accounts for 0.18% of the portfolio, ranked #110.

Empower Advisory Group first reported a position in ESGU in Q1 2023 and has held it in 13 quarters since. The position peaked at $114M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Empower Advisory Group held 503,648 shares of iShares ESG Aware MSCI USA ETF worth $71.2M as of Q1 2026.
Empower Advisory Group sold 258,260 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $38.2M.
iShares ESG Aware MSCI USA ETF made up 0.18% of Empower Advisory Group's portfolio in Q1 2026, its #110 holding.
Empower Advisory Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's iShares ESG Aware MSCI USA ETF position peaked at $114M in Q4 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.