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Integrated Advisors Network’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Integrated Advisors Network’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 		$300K Sell
2,124
-21,989
-91% -$3.25M 0.02% 559
2025
Q4 		$3.59M Sell
24,113
-2,844
-11% -$420K 0.16% 146
2025
Q3 		$3.92M Sell
26,957
-3,481
-11% -$488K 0.16% 151
2025
Q2 		$4.12M Sell
30,438
-2,000
-6% -$250K 0.19% 134
2025
Q1 		$3.95M Sell
32,438
-1,487
-4% -$192K 0.2% 120
2024
Q4 		$4.37M Sell
33,925
-500
-1% -$64.8K 0.21% 120
2024
Q3 		$4.34M Sell
34,425
-758
-2% -$92K 0.21% 125
2024
Q2 		$4.2M Buy
35,183
+445
+1% +$51.1K 0.22% 124
2024
Q1 		$3.99M Sell
34,738
-131
-0.4% -$14.4K 0.2% 137
2023
Q4 		$3.66M Sell
34,869
-18
-0.1% -$1.76K 0.21% 140
2023
Q3 		$3.28M Sell
34,887
-1,439
-4% -$141K 0.2% 141
2023
Q2 		$3.54M Sell
36,326
-2,290
-6% -$211K 0.2% 136
2023
Q1 		$3.49M Sell
38,616
-2,218
-5% -$196K 0.21% 126
2022
Q4 		$3.46M Sell
40,834
-7,205
-15% -$615K 0.22% 132
2022
Q3 		$3.81M Sell
48,039
-6,593
-12% -$584K 0.26% 102
2022
Q2 		$4.58M Sell
54,632
-2,221
-4% -$203K 0.3% 94
2022
Q1 		$5.76M Buy
56,853
+10,590
+23% +$1.06M 0.34% 68
2021
Q4 		$4.99M Buy
46,263
+757
+2% +$79.4K 0.29% 79
2021
Q3 		$4.48M Buy
45,506
+40,481
+806% +$4.1M 0.3% 86
2021
Q2 		$495K Buy
5,025
+2,217
+79% +$212K 0.04% 361
2021
Q1 		$255K Buy
2,808
+304
+12% +$27K 0.02% 473
2020
Q4 		$215K Sell
2,504
-114
-4% -$9.26K 0.02% 460
2020
Q3 		$200K Buy
+2,618
New +$197K 0.03% 419

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

Integrated Advisors Network's ESGU Position: Q1 2026 in Review

Integrated Advisors Network reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 91% in Q1 2026, selling an estimated $3.25M and leaving 2,124 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #559.

Integrated Advisors Network first reported a position in ESGU in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.76M in Q1 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Integrated Advisors Network held 2,124 shares of iShares ESG Aware MSCI USA ETF worth $300K as of Q1 2026.
  • Integrated Advisors Network sold 21,989 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $3.25M.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Integrated Advisors Network's portfolio in Q1 2026, its #559 holding.
  • Integrated Advisors Network first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 23 quarters since.
  • Integrated Advisors Network's iShares ESG Aware MSCI USA ETF position peaked at $5.76M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.