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Great Valley Advisor Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Great Valley Advisor Group’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 		$564K Buy
3,982
+114
+3% +$16.9K 0.01% 654
2025
Q4 		$576K Buy
3,868
+4
+0.1% +$591 0.01% 593
2025
Q3 		$563K Sell
3,864
-15
-0.4% -$2.1K 0.01% 598
2025
Q2 		$525K Sell
3,879
-363
-9% -$45.3K 0.01% 597
2025
Q1 		$517K Sell
4,242
-347
-8% -$44.7K 0.01% 586
2024
Q4 		$591K Buy
4,589
+261
+6% +$33.8K 0.01% 545
2024
Q3 		$546K Sell
4,328
-378
-8% -$45.9K 0.01% 544
2024
Q2 		$561K Sell
4,706
-395
-8% -$45.4K 0.02% 508
2024
Q1 		$587K Buy
5,101
+212
+4% +$23.2K 0.02% 457
2023
Q4 		$513K Buy
4,889
+532
+12% +$52.1K 0.02% 453
2023
Q3 		$409K Buy
4,357
+63
+1% +$6.17K 0.02% 483
2023
Q2 		$419K Sell
4,294
-719
-14% -$66.4K 0.02% 481
2023
Q1 		$453K Buy
5,013
+1,523
+44% +$135K 0.02% 457
2022
Q4 		$296K Buy
3,490
+27
+0.8% +$2.3K 0.02% 548
2022
Q3 		$275K Sell
3,463
-304
-8% -$26.9K 0.02% 550
2022
Q2 		$316K Sell
3,767
-75
-2% -$6.85K 0.02% 533
2022
Q1 		$389K Buy
3,842
+132
+4% +$13.2K 0.02% 442
2021
Q4 		$400K Buy
3,710
+276
+8% +$29K 0.02% 430
2021
Q3 		$338K Buy
3,434
+336
+11% +$34K 0.02% 435
2021
Q2 		$305K Buy
+3,098
New +$296K 0.02% 448

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

Great Valley Advisor Group's ESGU Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.9% in Q1 2026, buying an estimated $16.9K and bringing the position to 3,982 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #654.

Great Valley Advisor Group first reported a position in ESGU in Q2 2021 and has held it in 20 quarters since. The position peaked at $591K in Q4 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Great Valley Advisor Group held 3,982 shares of iShares ESG Aware MSCI USA ETF worth $564K as of Q1 2026.
  • Great Valley Advisor Group bought 114 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $16.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #654 holding.
  • Great Valley Advisor Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and has held it in 20 quarters since.
  • Great Valley Advisor Group's iShares ESG Aware MSCI USA ETF position peaked at $591K in Q4 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.