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HB Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

HB Wealth Management’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 		$3.33M Sell
23,579
-97
-0.4% -$14.3K 0.02% 319
2025
Q4 		$3.53M Sell
23,676
-1,534
-6% -$227K 0.02% 307
2025
Q3 		$3.67M Sell
25,210
-4,614
-15% -$646K 0.02% 293
2025
Q2 		$4.04M Sell
29,824
-177
-0.6% -$22.1K 0.03% 255
2025
Q1 		$3.66M Buy
30,001
+1,386
+5% +$178K 0.03% 274
2024
Q4 		$3.69M Buy
28,615
+603
+2% +$78.1K 0.04% 197
2024
Q3 		$3.53M Buy
28,012
+2,736
+11% +$332K 0.04% 198
2024
Q2 		$3.02M Sell
25,276
-64
-0.3% -$7.35K 0.04% 203
2024
Q1 		$2.91M Buy
25,340
+151
+0.6% +$16.5K 0.04% 197
2023
Q4 		$2.64M Buy
25,189
+1,595
+7% +$156K 0.04% 189
2023
Q3 		$2.22M Buy
23,594
+327
+1% +$32K 0.04% 196
2023
Q2 		$2.27M Buy
23,267
+811
+4% +$74.9K 0.04% 189
2023
Q1 		$2.03M Sell
22,456
-14,093
-39% -$1.25M 0.04% 190
2022
Q4 		$3.1M Sell
36,549
-2,878
-7% -$246K 0.06% 149
2022
Q3 		$3.13M Sell
39,427
-1,155
-3% -$102K 0.07% 138
2022
Q2 		$3.4M Buy
40,582
+2,305
+6% +$211K 0.07% 133
2022
Q1 		$3.88M Buy
38,277
+979
+3% +$98.1K 0.07% 124
2021
Q4 		$4.02M Buy
+37,298
New +$3.91M 0.08% 100

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

HB Wealth Management's ESGU Position: Q1 2026 in Review

HB Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.41% in Q1 2026, selling an estimated $14.3K and leaving 23,579 shares worth $3.33M. The position accounts for 0.02% of the portfolio, ranked #319.

HB Wealth Management first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.04M in Q2 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • HB Wealth Management held 23,579 shares of iShares ESG Aware MSCI USA ETF worth $3.33M as of Q1 2026.
  • HB Wealth Management sold 97 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $14.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of HB Wealth Management's portfolio in Q1 2026, its #319 holding.
  • HB Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $4.04M in Q2 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.