Johnson Financial Group Inc (Wisconsin)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$19.8K	Sell	140 -152	-52%	-$22.5K	﹤0.01%	566
2025 Q4	$43.5K	Hold	292	–	–	﹤0.01%	522
2025 Q3	$42.5K	Sell	292 -18	-6%	-$2.52K	﹤0.01%	630
2025 Q2	$41.9K	Hold	310	–	–	﹤0.01%	475
2025 Q1	$37.8K	Hold	310	–	–	﹤0.01%	657
2024 Q4	$41K	Sell	310 -163	-34%	-$21.1K	﹤0.01%	520
2024 Q3	$59.7K	Hold	473	–	–	﹤0.01%	507
2024 Q2	$56.4K	Hold	473	–	–	﹤0.01%	442
2024 Q1	$54.4K	Sell	473 -802	-63%	-$87.9K	﹤0.01%	420
2023 Q4	$134K	Sell	1,275 -802	-39%	-$78.5K	0.01%	343
2023 Q3	$196K	Buy	2,077 +1,604	+339%	+$157K	0.01%	247
2023 Q2	$46.1K	Sell	473 -181	-28%	-$16.7K	﹤0.01%	415
2023 Q1	$59.2K	Hold	654	–	–	﹤0.01%	389
2022 Q4	$55.4K	Sell	654 -382	-37%	-$32.6K	﹤0.01%	339
2022 Q3	$82K	Buy	+1,036	New	+$91.7K	0.01%	311

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s ESGU Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 52% in Q1 2026, selling an estimated $22.5K and leaving 140 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Johnson Financial Group Inc (Wisconsin) first reported a position in ESGU in Q3 2022 and has held it in 15 quarters since. The position peaked at $196K in Q3 2023. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 140 shares of iShares ESG Aware MSCI USA ETF worth $19.8K as of Q1 2026.
Johnson Financial Group Inc (Wisconsin) sold 152 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $22.5K.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #566 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and has held it in 15 quarters since.
Johnson Financial Group Inc (Wisconsin)'s iShares ESG Aware MSCI USA ETF position peaked at $196K in Q3 2023.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.