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

Gateway Wealth Partners’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 		$1.55M Buy
10,973
+7,387
+206% +$1.09M 0.06% 301
2025
Q4 		$534K Buy
3,586
+1,445
+67% +$214K 0.06% 264
2025
Q3 		$312K Buy
2,141
+640
+43% +$89.6K 0.04% 314
2025
Q2 		$203K Buy
+1,501
New +$187K 0.04% 346
2024
Q4 		– Sell
-1,771
Closed -$223K – 295
2024
Q3 		$223K Buy
+1,771
New +$215K 0.06% 258
2024
Q2 		– Sell
-2,723
Closed -$313K – 268
2024
Q1 		$313K Sell
2,723
-9,263
-77% -$1.01M 0.11% 168
2023
Q4 		$1.26M Buy
11,986
+1,126
+10% +$110K 0.51% 53
2023
Q3 		$1.02M Sell
10,860
-2,377
-18% -$233K 0.18% 81
2023
Q2 		$1.29M Sell
13,237
-2,286
-15% -$211K 0.23% 66
2023
Q1 		$1.4M Sell
15,523
-22,239
-59% -$1.97M 0.22% 66
2022
Q4 		$3.2M Buy
+37,762
New +$3.22M 0.55% 34

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

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

Gateway Wealth Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 206% in Q1 2026, buying an estimated $1.09M and bringing the position to 10,973 shares worth $1.55M. The position accounts for 0.06% of the portfolio, ranked #301.

Gateway Wealth Partners first reported a position in ESGU in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.2M in Q4 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Gateway Wealth Partners held 10,973 shares of iShares ESG Aware MSCI USA ETF worth $1.55M as of Q1 2026.
  • Gateway Wealth Partners bought 7,387 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $1.09M.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of Gateway Wealth Partners's portfolio in Q1 2026, its #301 holding.
  • Gateway Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 11 quarters since.
  • Gateway Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $3.2M in Q4 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

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