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

Jim Simons’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 		– Sell
-17,600
Closed -$2.62M – 3363
2025
Q4 		$2.62M Sell
17,600
-5,400
-23% -$798K ﹤0.01% 1698
2025
Q3 		$3.35M Buy
23,000
+10,800
+89% +$1.51M ﹤0.01% 1720
2025
Q2 		$1.65M Buy
+12,200
New +$1.52M ﹤0.01% 2237
2025
Q1 		– Sell
-58,000
Closed -$7.47M – 3559
2024
Q4 		$7.47M Buy
58,000
+40,800
+237% +$5.29M 0.01% 1187
2024
Q3 		$2.17M Sell
17,200
-15,000
-47% -$1.82M ﹤0.01% 1962
2024
Q2 		$3.84M Buy
32,200
+18,500
+135% +$2.12M 0.01% 1470
2024
Q1 		$1.57M Sell
13,700
-6,800
-33% -$745K ﹤0.01% 2181
2023
Q4 		$2.15M Buy
+20,500
New +$2.01M ﹤0.01% 1908
2023
Q3 		– Sell
-13,400
Closed -$1.31M – 3776
2023
Q2 		$1.31M Buy
+13,400
New +$1.24M ﹤0.01% 2292
2023
Q1 		– Sell
-5,100
Closed -$432K – 4077
2022
Q4 		$432K Buy
5,100
+200
+4% +$17.1K ﹤0.01% 3029
2022
Q3 		$389K Sell
4,900
-5,500
-53% -$487K ﹤0.01% 3068
2022
Q2 		$873K Buy
+10,400
New +$950K ﹤0.01% 2805
2021
Q4 		– Sell
-8,500
Closed -$837K – 3980
2021
Q3 		$837K Buy
+8,500
New +$861K ﹤0.01% 2645
2021
Q2 		– Sell
-23,700
Closed -$2.15M – 3538
2021
Q1 		$2.15M Buy
+23,700
New +$2.11M ﹤0.01% 2176
2020
Q4 		– Sell
-17,700
Closed -$1.35M – 3465
2020
Q3 		$1.35M Buy
17,700
+9,800
+124% +$738K ﹤0.01% 2343
2020
Q2 		$553K Buy
+7,900
New +$520K ﹤0.01% 2836

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 $15B 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 $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jim Simons's ESGU Position: Q1 2026 in Review

Jim Simons sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 17,600 shares — an estimated $2.62M sold.

Jim Simons first reported a position in ESGU in Q2 2020 and held it in 16 quarters. The position peaked at $7.47M in Q4 2024. 811 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Jim Simons reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 17,600 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $2.62M.
  • Jim Simons first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and held it in 16 quarters.
  • Jim Simons's iShares ESG Aware MSCI USA ETF position peaked at $7.47M in Q4 2024.
  • 811 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.