GFS Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

GFS 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	$1.91M	Hold	13,500	–	–	0.24%	67
2025 Q4	$2.01M	Sell	13,500 -495	-4%	-$73.2K	0.24%	72
2025 Q3	$2.04M	Hold	13,995	–	–	0.26%	66
2025 Q2	$1.89M	Hold	13,995	–	–	0.26%	69
2025 Q1	$1.71M	Hold	13,995	–	–	0.34%	54
2024 Q4	$1.8M	Hold	13,995	–	–	0.27%	65
2024 Q3	$1.77M	Buy	13,995 +13,960	+39,886%	+$1.7M	0.38%	46
2024 Q2	$1.67M	Sell	35 -13,960	-100%	-$1.6M	0.27%	68
2024 Q1	$1.61M	Sell	13,995 -245	-2%	-$26.8K	0.27%	69
2023 Q4	$1.49M	Hold	14,240	–	–	0.22%	73
2023 Q3	$1.34M	Buy	+14,240	New	+$1.39M	0.21%	75

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GFS Advisors's ESGU Position: Q1 2026 in Review

GFS Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 13,500 shares worth $1.91M. The position accounts for 0.24% of the portfolio, ranked #67.

GFS Advisors first reported a position in ESGU in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.04M in Q3 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

GFS Advisors held 13,500 shares of iShares ESG Aware MSCI USA ETF worth $1.91M as of Q1 2026.
GFS Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up 0.24% of GFS Advisors's portfolio in Q1 2026, its #67 holding.
GFS Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and has held it in 11 quarters since.
GFS Advisors's iShares ESG Aware MSCI USA ETF position peaked at $2.04M in Q3 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on GFS Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.