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J.W. Cole Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

J.W. Cole Advisors’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 		$2.17M Buy
15,316
+288
+2% +$42.6K 0.07% 232
2025
Q4 		$2.23M Buy
15,028
+396
+3% +$58.5K 0.05% 355
2025
Q3 		$2.13M Buy
14,632
+973
+7% +$136K 0.04% 427
2025
Q2 		$1.85M Sell
13,659
-48
-0.4% -$5.99K 0.04% 441
2025
Q1 		$1.67M Buy
13,707
+3,982
+41% +$513K 0.05% 371
2024
Q4 		$1.25M Sell
9,725
-677
-7% -$87.7K 0.05% 352
2024
Q3 		$1.31M Sell
10,402
-673
-6% -$81.7K 0.06% 331
2024
Q2 		$1.32M Sell
11,075
-8
-0.1% -$919 0.06% 298
2024
Q1 		$1.27M Buy
11,083
+1,291
+13% +$141K 0.06% 293
2023
Q4 		$1.03M Buy
9,792
+2
+0% +$196 0.06% 300
2023
Q3 		$919K Buy
9,790
+226
+2% +$22.1K 0.07% 275
2023
Q2 		$932K Sell
9,564
-1,197
-11% -$111K 0.07% 279
2023
Q1 		$973K Buy
10,761
+4
+0% +$354 0.07% 293
2022
Q4 		$912K Sell
10,757
-1,241
-10% -$106K 0.07% 284
2022
Q3 		$953K Buy
11,998
+926
+8% +$82K 0.08% 261
2022
Q2 		$929K Sell
11,072
-1,250
-10% -$114K 0.07% 274
2022
Q1 		$1.25M Buy
12,322
+237
+2% +$23.7K 0.08% 250
2021
Q4 		$1.3M Buy
+12,085
New +$1.27M 0.08% 250
2021
Q3 		– Sell
-10,128
Closed -$997K – 525
2021
Q2 		$997K Buy
10,128
+536
+6% +$51.3K 0.08% 269
2021
Q1 		$872K Buy
9,592
+3,305
+53% +$294K 0.08% 265
2020
Q4 		$541K Sell
6,287
-1,607
-20% -$130K 0.06% 327
2020
Q3 		$602K Buy
+7,894
New +$595K 0.05% 366

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

J.W. Cole Advisors's ESGU Position: Q1 2026 in Review

J.W. Cole Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.9% in Q1 2026, buying an estimated $42.6K and bringing the position to 15,316 shares worth $2.17M. The position accounts for 0.07% of the portfolio, ranked #232.

J.W. Cole Advisors first reported a position in ESGU in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.23M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • J.W. Cole Advisors held 15,316 shares of iShares ESG Aware MSCI USA ETF worth $2.17M as of Q1 2026.
  • J.W. Cole Advisors bought 288 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $42.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of J.W. Cole Advisors's portfolio in Q1 2026, its #232 holding.
  • J.W. Cole Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 22 quarters since.
  • J.W. Cole Advisors's iShares ESG Aware MSCI USA ETF position peaked at $2.23M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.