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

EverSource 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 		$1.47M Buy
10,391
+2,388
+30% +$353K 0.04% 289
2025
Q4 		$1.19M Sell
8,003
-42
-0.5% -$6.21K 0.04% 294
2025
Q3 		$1.17M Buy
8,045
+1,297
+19% +$182K 0.05% 277
2025
Q2 		$913K Sell
6,748
-12
-0.2% -$1.5K 0.04% 299
2025
Q1 		$824K Buy
6,760
+362
+6% +$46.6K 0.05% 282
2024
Q4 		$824K Sell
6,398
-262
-4% -$33.9K 0.05% 272
2024
Q3 		$840K Sell
6,660
-127
-2% -$15.4K 0.05% 245
2024
Q2 		$822K Buy
6,787
+2,684
+65% +$308K 0.05% 242
2024
Q1 		$452K Sell
4,103
-2,483
-38% -$272K 0.04% 285
2023
Q4 		$691K Sell
6,586
-333
-5% -$32.6K 0.06% 208
2023
Q3 		$650K Sell
6,919
-2,996
-30% -$293K 0.07% 198
2023
Q2 		$966K Sell
9,915
-613
-6% -$56.6K 0.11% 158
2023
Q1 		$952K Sell
10,528
-11,506
-52% -$1.02M 0.12% 148
2022
Q4 		$1.87M Sell
22,034
-2,364
-10% -$202K 0.28% 79
2022
Q3 		$1.94M Buy
24,398
+2,432
+11% +$215K 0.44% 42
2022
Q2 		$1.84M Buy
21,966
+2,521
+13% +$230K 0.48% 42
2022
Q1 		$1.97M Buy
19,445
+979
+5% +$98.1K 0.5% 40
2021
Q4 		$1.99M Buy
+18,466
New +$1.94M 0.56% 36

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

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

EverSource Wealth Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 30% in Q1 2026, buying an estimated $353K and bringing the position to 10,391 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #289.

EverSource Wealth Advisors first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.99M in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • EverSource Wealth Advisors held 10,391 shares of iShares ESG Aware MSCI USA ETF worth $1.47M as of Q1 2026.
  • EverSource Wealth Advisors bought 2,388 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $353K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of EverSource Wealth Advisors's portfolio in Q1 2026, its #289 holding.
  • EverSource Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.99M in Q4 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

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