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Journey Strategic Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Journey Strategic Wealth’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 		$2.74M Sell
19,372
-411
-2% -$60.8K 0.07% 76
2025
Q4 		$2.95M Sell
19,783
-4,677
-19% -$692K 0.08% 70
2025
Q3 		$3.56M Sell
24,460
-13,389
-35% -$1.88M 0.1% 63
2025
Q2 		$5.12M Sell
37,849
-116,449
-75% -$14.5M 0.17% 47
2025
Q1 		$18.8M Sell
154,298
-92,296
-37% -$11.9M 0.66% 9
2024
Q4 		$31.8M Buy
246,594
+21,119
+9% +$2.74M 1.19% 6
2024
Q3 		$28.5M Buy
225,475
+21,017
+10% +$2.55M 1.04% 6
2024
Q2 		$24.4M Buy
204,458
+17,406
+9% +$2M 1.04% 6
2024
Q1 		$21.5M Buy
187,052
+3,525
+2% +$386K 0.95% 6
2023
Q4 		$19.3M Buy
183,527
+9,214
+5% +$902K 0.91% 10
2023
Q3 		$16.4M Buy
174,313
+10,617
+6% +$1.04M 0.78% 10
2023
Q2 		$16M Buy
163,696
+9,123
+6% +$842K 0.72% 8
2023
Q1 		$14M Buy
154,573
+55,199
+56% +$4.88M 1.47% 9
2022
Q4 		$8.42M Buy
99,374
+6,130
+7% +$523K 0.99% 8
2022
Q3 		$7.41M Sell
93,244
-3,604
-4% -$319K 1% 7
2022
Q2 		$8.13M Buy
+96,848
New +$8.85M 1.09% 8
2022
Q1 		– Sell
-72,915
Closed -$7.87M – 195
2021
Q4 		$7.87M Buy
+72,915
New +$7.65M 0.82% 13

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

Journey Strategic Wealth's ESGU Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.1% in Q1 2026, selling an estimated $60.8K and leaving 19,372 shares worth $2.74M. The position accounts for 0.07% of the portfolio, ranked #76.

Journey Strategic Wealth first reported a position in ESGU in Q4 2021 and has held it in 17 quarters since. The position peaked at $31.8M in Q4 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Journey Strategic Wealth held 19,372 shares of iShares ESG Aware MSCI USA ETF worth $2.74M as of Q1 2026.
  • Journey Strategic Wealth sold 411 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $60.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of Journey Strategic Wealth's portfolio in Q1 2026, its #76 holding.
  • Journey Strategic Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 17 quarters since.
  • Journey Strategic Wealth's iShares ESG Aware MSCI USA ETF position peaked at $31.8M in Q4 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.