KWM
ESGU icon

Keebeck Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Keebeck Wealth Management’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 		$10.4M Sell
73,206
-1,493
-2% -$221K 1.16% 18
2025
Q4 		$11.1M Sell
74,699
-1,298
-2% -$192K 1.28% 14
2025
Q3 		$11.1M Sell
75,997
-287
-0.4% -$40.2K 1.31% 12
2025
Q2 		$10.3M Buy
76,284
+200
+0.3% +$25K 1.35% 12
2025
Q1 		$9.28M Sell
76,084
-369
-0.5% -$47.5K 1.37% 14
2024
Q4 		$9.85M Sell
76,453
-192
-0.3% -$24.9K 1.42% 14
2024
Q3 		$9.67M Sell
76,645
-8,552
-10% -$1.04M 1.4% 15
2024
Q2 		$10.2M Sell
85,197
-1,460
-2% -$168K 1.49% 13
2024
Q1 		$9.96M Sell
86,657
-35,229
-29% -$3.86M 1.47% 11
2023
Q4 		$12.8M Buy
121,886
+12,071
+11% +$1.18M 2.11% 7
2023
Q3 		$10.4M Sell
109,815
-18,611
-14% -$1.82M 1.8% 9
2023
Q2 		$12.5M Buy
128,426
+17,992
+16% +$1.66M 1.72% 13
2023
Q1 		$9.99M Sell
110,434
-34,973
-24% -$3.09M 1.61% 16
2022
Q4 		$12.3M Buy
145,407
+28,953
+25% +$2.47M 2.16% 8
2022
Q3 		$9.25M Buy
116,454
+28,988
+33% +$2.57M 1.78% 16
2022
Q2 		$7.34M Sell
87,466
-11,859
-12% -$1.08M 1.4% 16
2022
Q1 		$10.1M Buy
99,325
+17,952
+22% +$1.8M 1.67% 15
2021
Q4 		$8.78M Sell
81,373
-529
-0.6% -$55.5K 1.57% 13
2021
Q3 		$8.06M Sell
81,902
-2,616
-3% -$265K 1.59% 14
2021
Q2 		$8.32M Buy
84,518
+17,807
+27% +$1.7M 1.2% 21
2021
Q1 		$6.06M Buy
66,711
+24,198
+57% +$2.15M 0.94% 24
2020
Q4 		$3.66M Buy
+42,513
New +$3.45M 0.64% 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

Keebeck Wealth Management's ESGU Position: Q1 2026 in Review

Keebeck Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2% in Q1 2026, selling an estimated $221K and leaving 73,206 shares worth $10.4M. The position accounts for 1.16% of the portfolio, ranked #18.

Keebeck Wealth Management first reported a position in ESGU in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.8M in Q4 2023. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Keebeck Wealth Management held 73,206 shares of iShares ESG Aware MSCI USA ETF worth $10.4M as of Q1 2026.
  • Keebeck Wealth Management sold 1,493 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $221K.
  • iShares ESG Aware MSCI USA ETF made up 1.16% of Keebeck Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Keebeck Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 22 quarters since.
  • Keebeck Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $12.8M in Q4 2023.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.