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

Intrua Financial’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 		$679K Sell
4,800
-25
-0.5% -$3.7K 0.07% 201
2025
Q4 		$719K Buy
4,825
+55
+1% +$8.13K 0.08% 192
2025
Q3 		$695K Buy
4,770
+55
+1% +$7.7K 0.08% 199
2025
Q2 		$638K Sell
4,715
-708
-13% -$88.4K 0.09% 171
2025
Q1 		$661K Hold
5,423
– – 0.1% 153
2024
Q4 		$699K Sell
5,423
-25
-0.5% -$3.24K 0.11% 144
2024
Q3 		$687K Sell
5,448
-417
-7% -$50.6K 0.1% 163
2024
Q2 		$700K Sell
5,865
-282
-5% -$32.4K 0.1% 169
2024
Q1 		$707K Sell
6,147
-195
-3% -$21.4K 0.1% 185
2023
Q4 		$665K Hold
6,342
– – 0.1% 185
2023
Q3 		$596K Sell
6,342
-631
-9% -$61.8K 0.1% 172
2023
Q2 		$680K Sell
6,973
-698
-9% -$64.5K 0.11% 160
2023
Q1 		$695K Sell
7,671
-143
-2% -$12.6K 0.14% 141
2022
Q4 		$673K Sell
7,814
-1,362
-15% -$116K 0.16% 144
2022
Q3 		$729K Sell
9,176
-19,406
-68% -$1.72M 0.19% 119
2022
Q2 		$2.4M Sell
28,582
-3,515
-11% -$321K 0.51% 42
2022
Q1 		$3.25M Sell
32,097
-1,086
-3% -$109K 0.58% 35
2021
Q4 		$3.58M Sell
33,183
-4,494
-12% -$472K 0.63% 32
2021
Q3 		$3.92M Buy
37,677
+1,182
+3% +$120K 0.72% 25
2021
Q2 		$3.72M Buy
36,495
+9,700
+36% +$928K 0.89% 23
2021
Q1 		$2.57M Buy
+26,795
New +$2.38M 0.65% 27

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

Intrua Financial's ESGU Position: Q1 2026 in Review

Intrua Financial reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.52% in Q1 2026, selling an estimated $3.7K and leaving 4,800 shares worth $679K. The position accounts for 0.07% of the portfolio, ranked #201.

Intrua Financial first reported a position in ESGU in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.92M in Q3 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Intrua Financial held 4,800 shares of iShares ESG Aware MSCI USA ETF worth $679K as of Q1 2026.
  • Intrua Financial sold 25 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $3.7K.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of Intrua Financial's portfolio in Q1 2026, its #201 holding.
  • Intrua Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 21 quarters since.
  • Intrua Financial's iShares ESG Aware MSCI USA ETF position peaked at $3.92M in Q3 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.