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

EP Wealth Advisors’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 		$2.89M Buy
20,461
+353
+2% +$52.2K 0.01% 400
2025
Q4 		$3M Buy
+20,108
New +$2.97M 0.02% 362
2025
Q2 		$1.35M Sell
10,008
-159
-2% -$19.8K 0.01% 505
2025
Q1 		$1.24M Buy
10,167
+1,190
+13% +$153K 0.01% 456
2024
Q4 		$1.16M Buy
8,977
+389
+5% +$50.4K 0.01% 463
2024
Q3 		$1.08M Sell
8,588
-2,485
-22% -$302K 0.01% 479
2024
Q2 		$1.32M Buy
11,073
+1,223
+12% +$140K 0.01% 342
2024
Q1 		$1.13M Sell
9,850
-145
-1% -$15.9K 0.01% 357
2023
Q4 		$1.05M Sell
9,995
-393
-4% -$38.5K 0.01% 357
2023
Q3 		$976K Buy
10,388
+9,083
+696% +$890K 0.02% 334
2023
Q2 		$1.01M Sell
1,305
-314,180
-100% -$29M 0.01% 336
2023
Q1 		$22.7M Buy
315,485
+305,082
+2,933% +$27M 0.39% 58
2022
Q4 		$882K Sell
10,403
-419
-4% -$35.7K 0.02% 297
2022
Q3 		$859K Sell
10,822
-7,951
-42% -$704K 0.02% 248
2022
Q2 		$1.57M Sell
18,773
-880
-4% -$80.4K 0.04% 215
2022
Q1 		$1.99M Buy
19,653
+126
+0.6% +$12.6K 0.04% 200
2021
Q4 		$2.11M Sell
19,527
-137
-0.7% -$14.4K 0.05% 179
2021
Q3 		$1.94M Sell
19,664
-320
-2% -$32.4K 0.05% 169
2021
Q2 		$1.97M Sell
19,984
-3,118
-13% -$298K 0.05% 177
2021
Q1 		$2.1M Buy
23,102
+4,162
+22% +$370K 0.07% 165
2020
Q4 		$1.63M Buy
18,940
+450
+2% +$36.5K 0.06% 143
2020
Q3 		$1.41M Sell
18,490
-13,189
-42% -$993K 0.06% 140
2020
Q2 		$2.22M Buy
31,679
+17,517
+124% +$1.15M 0.09% 105
2020
Q1 		$814K Buy
+14,162
New +$964K 0.04% 196

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

EP Wealth Advisors's ESGU Position: Q1 2026 in Review

EP Wealth Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.8% in Q1 2026, buying an estimated $52.2K and bringing the position to 20,461 shares worth $2.89M. The position accounts for 0.01% of the portfolio, ranked #400.

EP Wealth Advisors first reported a position in ESGU in Q1 2020 and has held it in 24 quarters since. The position peaked at $22.7M in Q1 2023. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • EP Wealth Advisors held 20,461 shares of iShares ESG Aware MSCI USA ETF worth $2.89M as of Q1 2026.
  • EP Wealth Advisors bought 353 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $52.2K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #400 holding.
  • EP Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 24 quarters since.
  • EP Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $22.7M in Q1 2023.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.