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

Horizons 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	$124K	Sell	874 -1,117	-56%	-$165K	0.08%	73
2025 Q4	$297K	Hold	1,991	–	–	0.19%	55
2025 Q3	$290K	Sell	1,991 -70	-3%	-$9.8K	0.2%	55
2025 Q2	$279K	Hold	2,061	–	–	0.2%	58
2025 Q1	$251K	Sell	2,061 -113	-5%	-$14.6K	0.19%	57
2024 Q4	$280K	Sell	2,174 -141	-6%	-$18.3K	0.21%	56
2024 Q3	$292K	Hold	2,315	–	–	0.22%	55
2024 Q2	$279K	Sell	2,315 -1,427	-38%	-$164K	0.22%	57
2024 Q1	$393K	Hold	3,742	–	–	0.26%	44
2023 Q4	$393K	Sell	3,742 -277	-7%	-$27.1K	0.26%	44
2023 Q3	$377K	Buy	4,019 +1	+0%	+$98	0.28%	45
2023 Q2	$390K	Sell	4,018 -43	-1%	-$3.97K	0.28%	43
2023 Q1	$367K	Buy	4,061 +81	+2%	+$7.16K	0.27%	42
2022 Q4	$338K	Sell	3,980 -205	-5%	-$17.5K	0.27%	39
2022 Q3	$332K	Sell	4,185 -6	-0.1%	-$531	0.31%	37
2022 Q2	$400K	Buy	+4,191	New	+$383K	0.33%	35

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Horizons Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 56% in Q1 2026, selling an estimated $165K and leaving 874 shares worth $124K. The position accounts for 0.08% of the portfolio, ranked #73.

Horizons Wealth Management first reported a position in ESGU in Q2 2022 and has held it in 16 quarters since. The position peaked at $400K in Q2 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Horizons Wealth Management held 874 shares of iShares ESG Aware MSCI USA ETF worth $124K as of Q1 2026.
Horizons Wealth Management sold 1,117 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $165K.
iShares ESG Aware MSCI USA ETF made up 0.08% of Horizons Wealth Management's portfolio in Q1 2026, its #73 holding.
Horizons Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $400K in Q2 2022.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.