Keel Point’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Keel Point’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	$1.03M	Hold	7,258	–	–	0.07%	163
2025 Q4	$1.08M	Hold	7,258	–	–	0.07%	175
2025 Q3	$1.06M	Hold	7,258	–	–	0.07%	175
2025 Q2	$982K	Sell	7,258 -1	-0%	-$125	0.06%	175
2025 Q1	$885K	Buy	7,259 +1	+0%	+$129	0.07%	161
2024 Q4	$935K	Buy	7,258 +152	+2%	+$19.7K	0.07%	151
2024 Q3	$897K	Hold	7,106	–	–	0.07%	163
2024 Q2	$846K	Hold	7,106	–	–	0.08%	161
2024 Q1	$817K	Hold	7,106	–	–	0.08%	148
2023 Q4	$746K	Buy	7,106 +2,429	+52%	+$238K	0.09%	143
2023 Q3	$439K	Buy	+4,677	New	+$458K	0.06%	178
2022 Q2	–	Sell	-2,555	Closed	-$259K	–	269
2022 Q1	$259K	Buy	+2,555	New	+$256K	0.04%	218

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

Keel Point's ESGU Position: Q1 2026 in Review

Keel Point held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 7,258 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #163.

Keel Point first reported a position in ESGU in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.08M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Keel Point held 7,258 shares of iShares ESG Aware MSCI USA ETF worth $1.03M as of Q1 2026.
Keel Point left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up 0.07% of Keel Point's portfolio in Q1 2026, its #163 holding.
Keel Point first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and has held it in 12 quarters since.
Keel Point's iShares ESG Aware MSCI USA ETF position peaked at $1.08M in Q4 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.