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Jordan Park Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Jordan Park Group’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 		$3.5M Buy
24,728
+635
+3% +$93.9K 0.19% 34
2025
Q4 		$3.59M Sell
24,093
-1,320
-5% -$195K 0.21% 28
2025
Q3 		$3.7M Sell
25,413
-16
-0.1% -$2.24K 0.21% 28
2025
Q2 		$3.44M Buy
25,429
+942
+4% +$118K 0.22% 28
2025
Q1 		$2.99M Buy
24,487
+560
+2% +$72.1K 0.22% 27
2024
Q4 		$3.08M Sell
23,927
-347
-1% -$45K 0.23% 31
2024
Q3 		$3.06M Sell
24,274
-2
-0% -$243 0.21% 34
2024
Q2 		$2.9M Buy
24,276
+8,406
+53% +$965K 0.22% 25
2024
Q1 		$1.82M Buy
15,870
+1,386
+10% +$152K 0.12% 33
2023
Q4 		$1.52M Buy
14,484
+42
+0.3% +$4.11K 0.1% 33
2023
Q3 		$1.36M Hold
14,442
– – 0.1% 32
2023
Q2 		$1.41M Buy
14,442
+21
+0.1% +$1.94K 0.09% 32
2023
Q1 		$1.3M Buy
14,421
+120
+0.8% +$10.6K 0.09% 31
2022
Q4 		$1.21M Buy
14,301
+22
+0.2% +$1.88K 0.09% 32
2022
Q3 		$1.13M Buy
14,279
+8,472
+146% +$750K 0.09% 28
2022
Q2 		$487K Buy
+5,807
New +$530K 0.05% 36

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

Jordan Park Group's ESGU Position: Q1 2026 in Review

Jordan Park Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.6% in Q1 2026, buying an estimated $93.9K and bringing the position to 24,728 shares worth $3.5M. The position accounts for 0.19% of the portfolio, ranked #34.

Jordan Park Group first reported a position in ESGU in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.7M in Q3 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Jordan Park Group held 24,728 shares of iShares ESG Aware MSCI USA ETF worth $3.5M as of Q1 2026.
  • Jordan Park Group bought 635 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $93.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.19% of Jordan Park Group's portfolio in Q1 2026, its #34 holding.
  • Jordan Park Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 16 quarters since.
  • Jordan Park Group's iShares ESG Aware MSCI USA ETF position peaked at $3.7M in Q3 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Jordan Park Group's 13F filing for Q1 2026, filed 11 May 2026.