IAG Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

IAG Wealth Partners’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	$9.19K	Hold	65	–	–	﹤0.01%	391
2025 Q4	$9.68K	Sell	65 -35	-35%	-$5.17K	﹤0.01%	359
2025 Q3	$14.6K	Hold	100	–	–	﹤0.01%	341
2025 Q2	$13.5K	Hold	100	–	–	﹤0.01%	316
2025 Q1	$12.2K	Hold	100	–	–	﹤0.01%	319
2024 Q4	$12.9K	Sell	100 -105	-51%	-$13.6K	﹤0.01%	316
2024 Q3	$25.9K	Sell	205 -275	-57%	-$33.4K	﹤0.01%	252
2024 Q2	$57.3K	Hold	480	–	–	0.01%	167
2024 Q1	$55.2K	Hold	480	–	–	0.01%	159
2023 Q4	$50.4K	Hold	480	–	–	0.01%	157
2023 Q3	$45.1K	Sell	480 -146	-23%	-$14.3K	0.01%	158
2023 Q2	$61K	Hold	626	–	–	0.02%	150
2023 Q1	$56.6K	Hold	626	–	–	0.02%	135
2022 Q4	$53.1K	Hold	626	–	–	0.02%	139
2022 Q3	$50K	Hold	626	–	–	0.02%	124
2022 Q2	$53K	Sell	626 -263	-30%	-$24K	0.02%	122
2022 Q1	$90K	Hold	889	–	–	0.03%	95
2021 Q4	$96K	Buy	+889	New	+$93.3K	0.03%	88

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

IAG Wealth Partners's ESGU Position: Q1 2026 in Review

IAG Wealth Partners held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 65 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

IAG Wealth Partners first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $96K in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

IAG Wealth Partners held 65 shares of iShares ESG Aware MSCI USA ETF worth $9.19K as of Q1 2026.
IAG Wealth Partners left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #391 holding.
IAG Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
IAG Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $96K in Q4 2021.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.