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Grimes & Company’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Grimes & Company’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 		– Sell
-3,515
Closed -$524K – 446
2025
Q4 		$524K Sell
3,515
-19
-0.5% -$2.81K 0.01% 305
2025
Q3 		$515K Sell
3,534
-21
-0.6% -$2.94K 0.01% 308
2025
Q2 		$481K Sell
3,555
-28
-0.8% -$3.5K 0.01% 271
2025
Q1 		$437K Sell
3,583
-11
-0.3% -$1.42K 0.01% 249
2024
Q4 		$463K Sell
3,594
-4
-0.1% -$518 0.01% 258
2024
Q3 		$454K Buy
3,598
+12
+0.3% +$1.46K 0.01% 243
2024
Q2 		$428K Buy
3,586
+9
+0.3% +$1.03K 0.01% 237
2024
Q1 		$411K Sell
3,577
-45
-1% -$4.93K 0.01% 243
2023
Q4 		$380K Buy
3,622
+27
+0.8% +$2.64K 0.01% 244
2023
Q3 		$338K Sell
3,595
-37
-1% -$3.62K 0.01% 231
2023
Q2 		$354K Hold
3,632
– – 0.01% 234
2023
Q1 		$329K Hold
3,632
– – 0.01% 234
2022
Q4 		$308K Buy
3,632
+585
+19% +$49.9K 0.01% 235
2022
Q3 		$242K Buy
3,047
+377
+14% +$33.4K 0.01% 239
2022
Q2 		$224K Buy
+2,670
New +$244K 0.01% 251

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

Grimes & Company's ESGU Position: Q1 2026 in Review

Grimes & Company sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 3,515 shares — an estimated $524K sold.

Grimes & Company first reported a position in ESGU in Q2 2022 and held it in 15 quarters. The position peaked at $524K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Grimes & Company reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Grimes & Company sold 3,515 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $524K.
  • Grimes & Company first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and held it in 15 quarters.
  • Grimes & Company's iShares ESG Aware MSCI USA ETF position peaked at $524K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.