EH
ESGU icon

Equitable Holdings’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Equitable Holdings’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 		$3.79M Sell
25,476
-50
-0.2% -$7.4K 0.02% 528
2025
Q4 		$3.8M Buy
25,526
+1,638
+7% +$242K 0.03% 446
2025
Q3 		$3.48M Sell
23,888
-1,022
-4% -$143K 0.03% 447
2025
Q2 		$3.37M Sell
24,910
-3,009
-11% -$376K 0.03% 430
2025
Q1 		$3.4M Buy
27,919
+1,960
+8% +$252K 0.03% 383
2024
Q4 		$3.34M Sell
25,959
-3,290
-11% -$426K 0.03% 362
2024
Q3 		$3.69M Sell
29,249
-2,043
-7% -$248K 0.04% 337
2024
Q2 		$3.73M Sell
31,292
-93
-0.3% -$10.7K 0.04% 319
2024
Q1 		$3.61M Buy
31,385
+1,019
+3% +$112K 0.04% 311
2023
Q4 		$3.19M Buy
30,366
+1,753
+6% +$172K 0.04% 301
2023
Q3 		$2.69M Buy
28,613
+20
+0.1% +$1.96K 0.04% 294
2023
Q2 		$2.79M Buy
28,593
+363
+1% +$33.5K 0.04% 285
2023
Q1 		$2.55M Buy
28,230
+816
+3% +$72.2K 0.04% 279
2022
Q4 		$2.32M Buy
27,414
+504
+2% +$43K 0.04% 276
2022
Q3 		$2.14M Buy
26,910
+1,971
+8% +$175K 0.04% 258
2022
Q2 		$2.09M Buy
24,939
+1,470
+6% +$134K 0.04% 258
2022
Q1 		$2.38M Sell
23,469
-184,025
-89% -$18.4M 0.04% 260
2021
Q4 		$22.4M Buy
207,494
+31,833
+18% +$3.34M 0.35% 54
2021
Q3 		$17.3M Buy
175,661
+10,550
+6% +$1.07M 0.3% 58
2021
Q2 		$16.3M Buy
165,111
+2,031
+1% +$194K 0.28% 59
2021
Q1 		$14.8M Sell
163,080
-14,986
-8% -$1.33M 0.31% 57
2020
Q4 		$15.3M Buy
178,066
+52,676
+42% +$4.28M 0.35% 54
2020
Q3 		$9.56M Buy
125,390
+14,131
+13% +$1.06M 0.25% 68
2020
Q2 		$7.79M Buy
+111,259
New +$7.32M 0.22% 78

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

Equitable Holdings's ESGU Position: Q1 2026 in Review

Equitable Holdings reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.2% in Q1 2026, selling an estimated $7.4K and leaving 25,476 shares worth $3.79M. The position accounts for 0.02% of the portfolio, ranked #528.

Equitable Holdings first reported a position in ESGU in Q2 2020 and has held it in 24 quarters since. The position peaked at $22.4M in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Equitable Holdings held 25,476 shares of iShares ESG Aware MSCI USA ETF worth $3.79M as of Q1 2026.
  • Equitable Holdings sold 50 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $7.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Equitable Holdings's portfolio in Q1 2026, its #528 holding.
  • Equitable Holdings first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 24 quarters since.
  • Equitable Holdings's iShares ESG Aware MSCI USA ETF position peaked at $22.4M in Q4 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.