IEQ Capital
ESGU icon

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

IEQ 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
Q3 		$3.46M Sell
20,743
-2,017
-9% -$336K 0.01% 634
2026
Q2 		$3.73M Buy
22,760
+19
+0.1% +$3K 0.02% 593
2026
Q1 		$3.22M Sell
22,741
-377
-2% -$55.8K 0.01% 623
2025
Q4 		$3.44M Sell
23,118
-1,859
-7% -$275K 0.01% 627
2025
Q3 		$3.64M Sell
24,977
-3,169
-11% -$444K 0.01% 572
2025
Q2 		$3.81M Sell
28,146
-14,142
-33% -$1.77M 0.02% 490
2025
Q1 		$5.16M Hold
42,288
– – 0.04% 335
2024
Q4 		$5.45M Sell
42,288
-5,400
-11% -$700K 0.05% 253
2024
Q3 		$6.02M Sell
47,688
-15,385
-24% -$1.87M 0.07% 174
2024
Q2 		$7.53M Sell
63,073
-8,962
-12% -$1.03M 0.1% 129
2024
Q1 		$8.28M Buy
72,035
+70,099
+3,621% +$7.68M 0.12% 115
2023
Q4 		$203K Sell
1,936
-227
-10% -$22.2K ﹤0.01% 836
2023
Q3 		$203K Hold
2,163
– – ﹤0.01% 836
2023
Q2 		$211K Sell
2,163
-1,936
-47% -$179K ﹤0.01% 797
2023
Q1 		$371K Buy
+4,099
New +$362K 0.01% 662
2022
Q4 		– Sell
-15,412
Closed -$1.22M – 842
2022
Q3 		$1.22M Buy
+15,412
New +$1.36M 0.03% 319
2022
Q2 		– Sell
-2,756
Closed -$279K – 813
2022
Q1 		$279K Hold
2,756
– – 0.01% 657
2021
Q4 		$297K Hold
2,756
– – 0.01% 595
2021
Q3 		$271K Hold
2,756
– – 0.01% 591
2021
Q2 		$271K Hold
2,756
– – 0.01% 493
2021
Q1 		$250K Buy
+2,756
New +$245K 0.01% 412

Other funds holding ESGU

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

IEQ Capital's ESGU Position: Q3 2026 in Review

IEQ Capital reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 8.9% in Q3 2026, selling an estimated $336K and leaving 20,743 shares worth $3.46M. The position accounts for 0.01% of the portfolio, ranked #634.

IEQ Capital first reported a position in ESGU in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.28M in Q1 2024. 796 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • IEQ Capital held 20,743 shares of iShares ESG Aware MSCI USA ETF worth $3.46M as of Q3 2026.
  • IEQ Capital sold 2,017 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $336K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of IEQ Capital's portfolio in Q3 2026, its #634 holding.
  • IEQ Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 21 quarters since.
  • IEQ Capital's iShares ESG Aware MSCI USA ETF position peaked at $8.28M in Q1 2024.
  • 796 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.