Focus Partners Wealth
ESGU icon

Focus Partners Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Focus Partners Wealth’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 		$8.56M Sell
60,509
-69
-0.1% -$10.2K 0.01% 764
2025
Q4 		$9.02M Buy
60,578
+8,791
+17% +$1.3M 0.01% 736
2025
Q3 		$7.54M Buy
51,787
+949
+2% +$133K 0.01% 638
2025
Q2 		$6.88M Buy
50,838
+286
+0.6% +$35.7K 0.01% 583
2025
Q1 		$6.16M Buy
50,552
+2,887
+6% +$372K 0.02% 574
2024
Q4 		$6.14M Buy
47,665
+35,662
+297% +$4.62M 0.02% 569
2024
Q3 		$1.51M Sell
12,003
-25,856
-68% -$3.14M ﹤0.01% 839
2024
Q2 		$4.52M Buy
37,859
+5,254
+16% +$603K 0.02% 514
2024
Q1 		$3.75M Buy
+32,605
New +$3.57M 0.03% 373

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

Focus Partners Wealth's ESGU Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.11% in Q1 2026, selling an estimated $10.2K and leaving 60,509 shares worth $8.56M. The position accounts for 0.01% of the portfolio, ranked #764.

Focus Partners Wealth first reported a position in ESGU in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.02M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Focus Partners Wealth held 60,509 shares of iShares ESG Aware MSCI USA ETF worth $8.56M as of Q1 2026.
  • Focus Partners Wealth sold 69 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $10.2K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #764 holding.
  • Focus Partners Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's iShares ESG Aware MSCI USA ETF position peaked at $9.02M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.