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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IEQ Capital's ESGU Position: Q1 2026 in Review

IEQ Capital reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.6% in Q1 2026, selling an estimated $55.8K and leaving 22,741 shares worth $3.22M. The position accounts for 0.01% of the portfolio, ranked #623.

IEQ Capital first reported a position in ESGU in Q1 2021 and has held it in 19 quarters since. The position peaked at $8.28M in Q1 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • IEQ Capital held 22,741 shares of iShares ESG Aware MSCI USA ETF worth $3.22M as of Q1 2026.
  • IEQ Capital sold 377 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $55.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #623 holding.
  • IEQ Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 19 quarters since.
  • IEQ Capital's iShares ESG Aware MSCI USA ETF position peaked at $8.28M in Q1 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.