F.L. Putnam Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$18.1M Buy
128,256
+1,664
+1% +$246K 0.27% 72
2025
Q4
$18.9M Buy
126,592
+2,441
+2% +$361K 0.27% 66
2025
Q3
$18.1M Sell
124,151
-1,717
-1% -$240K 0.27% 70
2025
Q2
$17M Buy
125,868
+133
+0.1% +$16.6K 0.29% 67
2025
Q1
$15.3M Buy
125,735
+15,014
+14% +$1.93M 0.29% 74
2024
Q4
$14.3M Buy
110,721
+5,706
+5% +$739K 0.26% 76
2024
Q3
$13.3M Sell
105,015
-453
-0.4% -$55K 0.24% 87
2024
Q2
$12.6M Buy
105,468
+7,314
+7% +$840K 0.24% 90
2024
Q1
$11.3M Buy
98,154
+14,193
+17% +$1.56M 0.24% 90
2023
Q4
$8.81M Buy
83,961
+4,673
+6% +$458K 0.21% 101
2023
Q3
$7.45M Sell
79,288
-11
-0% -$1.08K 0.21% 104
2023
Q2
$7.73M Buy
79,299
+6,404
+9% +$591K 0.21% 98
2023
Q1
$6.59M Buy
72,895
+7,671
+12% +$678K 0.21% 104
2022
Q4
$5.53M Sell
65,224
-10,869
-14% -$927K 0.2% 109
2022
Q3
$6.04M Sell
76,093
-2,332
-3% -$207K 0.24% 98
2022
Q2
$6.58M Buy
78,425
+3,328
+4% +$304K 0.24% 97
2022
Q1
$7.61M Sell
75,097
-5,466
-7% -$547K 0.24% 86
2021
Q4
$8.69M Sell
80,563
-2,271
-3% -$238K 0.27% 74
2021
Q3
$8.16M Sell
82,834
-6,255
-7% -$634K 0.28% 75
2021
Q2
$8.77M Sell
89,089
-11,229
-11% -$1.07M 0.3% 71
2021
Q1
$9.12M Sell
100,318
-4,459
-4% -$396K 0.4% 59
2020
Q4
$9.01M Buy
104,777
+3,216
+3% +$261K 0.42% 59
2020
Q3
$7.74M Sell
101,561
-16,161
-14% -$1.22M 0.42% 60
2020
Q2
$8.24M Sell
117,722
-58,739
-33% -$3.87M 0.49% 53
2020
Q1
$10.1M Sell
176,461
-14,996
-8% -$1.02M 0.77% 41
2019
Q4
$13.7M Buy
191,457
+38,963
+26% +$2.65M 0.84% 32
2019
Q3
$9.97M Buy
152,494
+94,621
+163% +$6.15M 0.7% 49
2019
Q2
$3.73M Buy
57,873
+31,161
+117% +$1.98M 0.3% 85
2019
Q1
$1.66M Buy
+26,712
New +$1.59M 0.14% 109

Other funds holding ESGU

F.L. Putnam Investment Management's ESGU Position: Q1 2026 in Review

F.L. Putnam Investment Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.3% in Q1 2026, buying an estimated $246K and bringing the position to 128,256 shares worth $18.1M. The position accounts for 0.27% of the portfolio, ranked #72.

F.L. Putnam Investment Management first reported a position in ESGU in Q1 2019 and has held it in 29 quarters since. The position peaked at $18.9M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • F.L. Putnam Investment Management held 128,256 shares of iShares ESG Aware MSCI USA ETF worth $18.1M as of Q1 2026.
  • F.L. Putnam Investment Management bought 1,664 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $246K.
  • iShares ESG Aware MSCI USA ETF made up 0.27% of F.L. Putnam Investment Management's portfolio in Q1 2026, its #72 holding.
  • F.L. Putnam Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2019 and has held it in 29 quarters since.
  • F.L. Putnam Investment Management's iShares ESG Aware MSCI USA ETF position peaked at $18.9M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.