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

GHP Investment 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	$2.83K	Hold	20	–	–	﹤0.01%	969
2025 Q4	$2.98K	Hold	20	–	–	﹤0.01%	873
2025 Q3	$2.91K	Hold	20	–	–	﹤0.01%	840
2025 Q2	$2.71K	Hold	20	–	–	﹤0.01%	848
2025 Q1	$2.44K	Hold	20	–	–	﹤0.01%	846
2024 Q4	$2.58K	Hold	20	–	–	﹤0.01%	871
2024 Q3	$2.52K	Hold	20	–	–	﹤0.01%	873
2024 Q2	$2.39K	Hold	20	–	–	﹤0.01%	844
2024 Q1	$2.3K	Hold	20	–	–	﹤0.01%	751
2023 Q4	$2.1K	Hold	20	–	–	﹤0.01%	761
2023 Q3	$1.89K	Hold	20	–	–	﹤0.01%	848
2023 Q2	$1.96K	Sell	20 -1,187	-98%	-$110K	﹤0.01%	829
2023 Q1	$109K	Sell	1,207 -142	-11%	-$12.6K	0.01%	429
2022 Q4	$114K	Buy	1,349 +142	+12%	+$12.1K	0.01%	424
2022 Q3	$96K	Hold	1,207	–	–	0.01%	427
2022 Q2	$101K	Sell	1,207 -1,650	-58%	-$151K	0.01%	421
2022 Q1	$290K	Hold	2,857	–	–	0.02%	323
2021 Q4	$308K	Sell	2,857 -693	-20%	-$72.7K	0.02%	280
2021 Q3	$350K	Hold	3,550	–	–	0.03%	257
2021 Q2	$350K	Hold	3,550	–	–	0.03%	253
2021 Q1	$323K	Buy	+3,550	New	+$316K	0.03%	253

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

GHP Investment Advisors's ESGU Position: Q1 2026 in Review

GHP Investment Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 20 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

GHP Investment Advisors first reported a position in ESGU in Q1 2021 and has held it in 21 quarters since. The position peaked at $350K in Q3 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

GHP Investment Advisors held 20 shares of iShares ESG Aware MSCI USA ETF worth $2.83K as of Q1 2026.
GHP Investment Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q1 2026, its #969 holding.
GHP Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 21 quarters since.
GHP Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $350K in Q3 2021.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on GHP Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.