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ESGU icon

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

IMPACTfolio’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 		$37M Sell
261,453
-27,752
-10% -$4.11M 15.71% 3
2025
Q4 		$43.1M Sell
289,205
-2,344
-0.8% -$347K 18.09% 2
2025
Q3 		$42.4M Buy
291,549
+13,136
+5% +$1.84M 18.31% 2
2025
Q2 		$37.7M Buy
278,413
+4,490
+2% +$561K 17.86% 2
2025
Q1 		$33.4M Sell
273,923
-720
-0.3% -$92.7K 17.55% 2
2024
Q4 		$35.4M Sell
274,643
-2,518
-0.9% -$326K 18.36% 2
2024
Q3 		$35M Buy
277,161
+7,385
+3% +$897K 18.05% 2
2024
Q2 		$32.2M Buy
269,776
+7,794
+3% +$895K 18.03% 2
2024
Q1 		$30.1M Buy
261,982
+63,140
+32% +$6.92M 18.2% 2
2023
Q4 		$20.9M Buy
198,842
+7,544
+4% +$739K 13.57% 2
2023
Q3 		$18M Buy
191,298
+5,781
+3% +$566K 12.96% 2
2023
Q2 		$18.1M Buy
185,517
+4,592
+3% +$424K 14.36% 2
2023
Q1 		$16.4M Buy
180,925
+9,060
+5% +$801K 13.7% 2
2022
Q4 		$14.6M Buy
171,865
+3,613
+2% +$308K 13.5% 2
2022
Q3 		$13.4M Buy
168,252
+1,820
+1% +$161K 13.04% 2
2022
Q2 		$14M Buy
166,432
+7,354
+5% +$672K 13.16% 3
2022
Q1 		$16.1M Buy
159,078
+39,556
+33% +$3.96M 12% 2
2021
Q4 		$12.9M Buy
+119,522
New +$12.5M 11.3% 3

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

IMPACTfolio's ESGU Position: Q1 2026 in Review

IMPACTfolio reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 9.6% in Q1 2026, selling an estimated $4.11M and leaving 261,453 shares worth $37M. The position accounts for 15.71% of the portfolio, ranked #3.

IMPACTfolio first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $43.1M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • IMPACTfolio held 261,453 shares of iShares ESG Aware MSCI USA ETF worth $37M as of Q1 2026.
  • IMPACTfolio sold 27,752 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $4.11M.
  • iShares ESG Aware MSCI USA ETF made up 15.71% of IMPACTfolio's portfolio in Q1 2026, its #3 holding.
  • IMPACTfolio first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • IMPACTfolio's iShares ESG Aware MSCI USA ETF position peaked at $43.1M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on IMPACTfolio's 13F filing for Q1 2026, filed 30 Apr 2026.