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Hobart Private Capital’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Hobart Private Capital’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
-1,394
Closed -$208K – 136
2025
Q4 		$208K Hold
1,394
– – 0.04% 128
2025
Q3 		$203K Buy
+1,394
New +$195K 0.04% 122
2024
Q4 		– Sell
-1,718
Closed -$217K – 92
2024
Q3 		$217K Hold
1,718
– – 0.06% 81
2024
Q2 		$205K Sell
1,718
-1,627
-49% -$187K 0.06% 77
2024
Q1 		$385K Sell
3,345
-459
-12% -$50.3K 0.12% 56
2023
Q4 		$399K Buy
3,804
+15
+0.4% +$1.47K 0.13% 50
2023
Q3 		$356K Sell
3,789
-1,401
-27% -$137K 0.14% 34
2023
Q2 		$506K Sell
5,190
-361
-7% -$33.3K 0.19% 27
2023
Q1 		$502K Sell
5,551
-202,778
-97% -$17.9M 0.2% 26
2022
Q4 		$17.7M Buy
208,329
+1,855
+0.9% +$158K 11.96% 2
2022
Q3 		$16.4M Sell
206,474
-99,563
-33% -$8.82M 11.78% 2
2022
Q2 		$25.7M Sell
306,037
-23,176
-7% -$2.12M 12% 2
2022
Q1 		$33.4M Sell
329,213
-1,377
-0.4% -$138K 12.85% 2
2021
Q4 		$35.7M Buy
330,590
+2,014
+0.6% +$211K 13.37% 2
2021
Q3 		$32.4M Buy
328,576
+85,267
+35% +$8.64M 12.76% 1
2021
Q2 		$24M Buy
243,309
+364
+0.1% +$34.8K 9.86% 2
2021
Q1 		$22.1M Buy
242,945
+7,022
+3% +$624K 9.02% 2
2020
Q4 		$20.3M Buy
235,923
+80,332
+52% +$6.52M 8.88% 2
2020
Q3 		$11.9M Buy
155,591
+27,121
+21% +$2.04M 6.12% 4
2020
Q2 		$8.99M Buy
128,470
+59,438
+86% +$3.91M 5.05% 4
2020
Q1 		$3.97M Buy
+69,032
New +$4.7M 2.72% 6

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hobart Private Capital's ESGU Position: Q1 2026 in Review

Hobart Private Capital sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 1,394 shares — an estimated $208K sold.

Hobart Private Capital first reported a position in ESGU in Q1 2020 and held it in 21 quarters. The position peaked at $35.7M in Q4 2021. 817 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Hobart Private Capital reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Hobart Private Capital sold 1,394 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $208K.
  • Hobart Private Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 21 quarters.
  • Hobart Private Capital's iShares ESG Aware MSCI USA ETF position peaked at $35.7M in Q4 2021.
  • 817 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Hobart Private Capital's 13F filing for Q1 2026, filed 7 Apr 2026.