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Independent Advisor Alliance’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Independent Advisor Alliance’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 		$2.65M Buy
18,753
+14,307
+322% +$2.12M 0.03% 476
2025
Q4 		$662K Hold
4,446
– – 0.02% 577
2025
Q3 		$647K Buy
4,446
+1,742
+64% +$244K 0.02% 552
2025
Q2 		$366K Buy
+2,704
New +$338K 0.01% 677
2025
Q1 		– Sell
-24,408
Closed -$3.14M – 949
2024
Q4 		$3.14M Buy
+24,408
New +$3.16M 0.04% 388

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

Independent Advisor Alliance's ESGU Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 322% in Q1 2026, buying an estimated $2.12M and bringing the position to 18,753 shares worth $2.65M. The position accounts for 0.03% of the portfolio, ranked #476.

Independent Advisor Alliance first reported a position in ESGU in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.14M in Q4 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Independent Advisor Alliance held 18,753 shares of iShares ESG Aware MSCI USA ETF worth $2.65M as of Q1 2026.
  • Independent Advisor Alliance bought 14,307 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $2.12M.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #476 holding.
  • Independent Advisor Alliance first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 5 quarters since.
  • Independent Advisor Alliance's iShares ESG Aware MSCI USA ETF position peaked at $3.14M in Q4 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.