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Harbour Investments’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Harbour Investments’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 		$13.7M Buy
96,995
+2,894
+3% +$428K 0.21% 95
2025
Q4 		$14M Buy
94,101
+5,367
+6% +$794K 0.28% 65
2025
Q3 		$12.9M Buy
88,734
+834
+0.9% +$117K 0.29% 64
2025
Q2 		$11.9M Buy
87,900
+1,005
+1% +$125K 0.3% 58
2025
Q1 		$10.6M Sell
86,895
-4,015
-4% -$517K 0.3% 61
2024
Q4 		$11.7M Buy
90,910
+789
+0.9% +$102K 0.34% 51
2024
Q3 		$11.4M Buy
90,121
+2,378
+3% +$289K 0.34% 46
2024
Q2 		$10.5M Buy
87,743
+660
+0.8% +$75.8K 0.35% 42
2024
Q1 		$10M Sell
87,083
-16,016
-16% -$1.75M 0.35% 49
2023
Q4 		$10.8M Sell
103,099
-1,108
-1% -$109K 0.45% 33
2023
Q3 		$9.79M Sell
104,207
-6,844
-6% -$670K 0.49% 30
2023
Q2 		$10.8M Buy
111,051
+9,793
+10% +$904K 0.54% 28
2023
Q1 		$9.16M Sell
101,258
-35,143
-26% -$3.11M 0.5% 32
2022
Q4 		$11.6M Sell
136,401
-14,509
-10% -$1.24M 0.71% 21
2022
Q3 		$12.7M Hold
150,910
– – 0.85% 19
2022
Q2 		$12.7M Buy
+150,910
New +$13.8M 0.85% 19
2021
Q4 		$12.9M Sell
119,417
-39,179
-25% -$4.11M 0.77% 25
2021
Q3 		$15.6M Buy
158,596
+33,904
+27% +$3.44M 0.5% 37
2021
Q2 		$12.3M Buy
124,692
+6,437
+5% +$616K 0.39% 47
2021
Q1 		$10.7M Buy
+118,255
New +$10.5M 0.39% 48

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

Harbour Investments's ESGU Position: Q1 2026 in Review

Harbour Investments increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.1% in Q1 2026, buying an estimated $428K and bringing the position to 96,995 shares worth $13.7M. The position accounts for 0.21% of the portfolio, ranked #95.

Harbour Investments first reported a position in ESGU in Q1 2021 and has held it in 20 quarters since. The position peaked at $15.6M in Q3 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Harbour Investments held 96,995 shares of iShares ESG Aware MSCI USA ETF worth $13.7M as of Q1 2026.
  • Harbour Investments bought 2,894 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $428K.
  • iShares ESG Aware MSCI USA ETF made up 0.21% of Harbour Investments's portfolio in Q1 2026, its #95 holding.
  • Harbour Investments first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares ESG Aware MSCI USA ETF position peaked at $15.6M in Q3 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.