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GeoWealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

GeoWealth Management’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 		$4.07M Buy
28,804
+561
+2% +$83K 0.15% 88
2025
Q4 		$4.21M Buy
28,243
+1,644
+6% +$243K 0.16% 89
2025
Q3 		$3.87M Buy
26,599
+7,351
+38% +$1.03M 0.14% 97
2025
Q2 		$2.6M Buy
19,248
+6,988
+57% +$872K 0.1% 120
2025
Q1 		$1.49M Buy
12,260
+7,589
+162% +$977K 0.06% 198
2024
Q4 		$602K Sell
4,671
-1,182
-20% -$153K 0.02% 423
2024
Q3 		$739K Buy
5,853
+2,080
+55% +$253K 0.03% 375
2024
Q2 		$450K Sell
3,773
-723
-16% -$83K 0.02% 461
2024
Q1 		$517K Buy
4,496
+1,951
+77% +$214K 0.02% 426
2023
Q4 		$266K Buy
2,545
+390
+18% +$38.2K 0.02% 434
2023
Q3 		$202K Sell
2,155
-2,230
-51% -$218K 0.02% 284
2023
Q2 		$427K Buy
4,385
+160
+4% +$14.8K 0.05% 184
2023
Q1 		$382K Sell
4,225
-237
-5% -$21K 0.04% 153
2022
Q4 		$377K Buy
4,462
+3,070
+221% +$262K 0.04% 167
2022
Q3 		$110K Buy
1,392
+1,230
+759% +$109K 0.01% 269
2022
Q2 		$13K Buy
162
+25
+18% +$2.28K ﹤0.01% 321
2022
Q1 		$14K Buy
137
+30
+28% +$3K ﹤0.01% 383
2021
Q4 		$11K Sell
107
-22
-17% -$2.31K ﹤0.01% 367
2021
Q3 		$13K Buy
+129
New +$13.1K ﹤0.01% 383

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

GeoWealth Management's ESGU Position: Q1 2026 in Review

GeoWealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2% in Q1 2026, buying an estimated $83K and bringing the position to 28,804 shares worth $4.07M. The position accounts for 0.15% of the portfolio, ranked #88.

GeoWealth Management first reported a position in ESGU in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.21M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • GeoWealth Management held 28,804 shares of iShares ESG Aware MSCI USA ETF worth $4.07M as of Q1 2026.
  • GeoWealth Management bought 561 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $83K.
  • iShares ESG Aware MSCI USA ETF made up 0.15% of GeoWealth Management's portfolio in Q1 2026, its #88 holding.
  • GeoWealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 19 quarters since.
  • GeoWealth Management's iShares ESG Aware MSCI USA ETF position peaked at $4.21M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.