Icon Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Icon Wealth Advisors’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	$2.57M	Buy	16,607 +37	+0.2%	+$5.47K	0.17%	88
2025 Q4	$2.47M	Buy	16,570 +18	+0.1%	+$2.66K	0.16%	96
2025 Q3	$2.41M	Sell	16,552 -558	-3%	-$78.1K	0.16%	97
2025 Q2	$2.31M	Sell	17,110 -923	-5%	-$115K	0.16%	98
2025 Q1	$2.2M	Sell	18,033 -39,613	-69%	-$5.1M	0.18%	94
2024 Q4	$7.43M	Sell	57,646 -4,532	-7%	-$587K	0.61%	34
2024 Q3	$7.85M	Sell	62,178 -655	-1%	-$79.5K	0.65%	28
2024 Q2	$7.61M	Sell	62,833 -56,647	-47%	-$6.51M	0.68%	29
2024 Q1	$13.7M	Sell	119,480 -93,297	-44%	-$10.2M	1.28%	18
2023 Q4	$22.3M	Buy	+212,777	New	+$20.8M	2.32%	8
2022 Q4	$45.3M	Sell	534,909 -52,064	-9%	-$4.44M	5.21%	3
2022 Q3	$46.6M	Buy	+586,973	New	+$52M	5.66%	3

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

Icon Wealth Advisors's ESGU Position: Q1 2026 in Review

Icon Wealth Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.22% in Q1 2026, buying an estimated $5.47K and bringing the position to 16,607 shares worth $2.57M. The position accounts for 0.17% of the portfolio, ranked #88.

Icon Wealth Advisors first reported a position in ESGU in Q3 2022 and has held it in 12 quarters since. The position peaked at $46.6M in Q3 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Icon Wealth Advisors held 16,607 shares of iShares ESG Aware MSCI USA ETF worth $2.57M as of Q1 2026.
Icon Wealth Advisors bought 37 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $5.47K.
iShares ESG Aware MSCI USA ETF made up 0.17% of Icon Wealth Advisors's portfolio in Q1 2026, its #88 holding.
Icon Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $46.6M in Q3 2022.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.