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Keystone Wealth Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Keystone Wealth Services’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 		$4.32M Sell
30,558
-217
-0.7% -$32.1K 0.92% 22
2025
Q4 		$4.58M Sell
30,775
-141
-0.5% -$20.8K 0.97% 23
2025
Q3 		$4.5M Sell
30,916
-1,349
-4% -$189K 0.98% 20
2025
Q2 		$4.37M Sell
32,265
-1,059
-3% -$132K 1.05% 19
2025
Q1 		$4.06M Sell
33,324
-1,478
-4% -$190K 1.1% 18
2024
Q4 		$4.48M Sell
34,802
-2,229
-6% -$289K 1.19% 18
2024
Q3 		$4.67M Sell
37,031
-2,561
-6% -$311K 1.29% 16
2024
Q2 		$4.72M Sell
39,592
-929
-2% -$107K 1.47% 13
2024
Q1 		$4.66M Sell
40,521
-1,449
-3% -$159K 1.51% 13
2023
Q4 		$4.4M Sell
41,970
-5,380
-11% -$527K 1.51% 15
2023
Q3 		$4.45M Sell
47,350
-14,293
-23% -$1.4M 1.69% 13
2023
Q2 		$6.01M Sell
61,643
-46,919
-43% -$4.33M 2.24% 8
2023
Q1 		$9.82M Sell
108,562
-10,864
-9% -$961K 4.02% 3
2022
Q4 		$10.1M Sell
119,426
-11,444
-9% -$976K 4.42% 2
2022
Q3 		$10.4M Buy
130,870
+1,847
+1% +$164K 4.91% 2
2022
Q2 		$10.8M Buy
129,023
+6,349
+5% +$580K 4.84% 3
2022
Q1 		$12.4M Sell
122,674
-10,353
-8% -$1.04M 4.93% 2
2021
Q4 		$14.4M Buy
+133,027
New +$14M 5.82% 2

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

Keystone Wealth Services's ESGU Position: Q1 2026 in Review

Keystone Wealth Services reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.71% in Q1 2026, selling an estimated $32.1K and leaving 30,558 shares worth $4.32M. The position accounts for 0.92% of the portfolio, ranked #22.

Keystone Wealth Services first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.4M in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Keystone Wealth Services held 30,558 shares of iShares ESG Aware MSCI USA ETF worth $4.32M as of Q1 2026.
  • Keystone Wealth Services sold 217 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $32.1K.
  • iShares ESG Aware MSCI USA ETF made up 0.92% of Keystone Wealth Services's portfolio in Q1 2026, its #22 holding.
  • Keystone Wealth Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • Keystone Wealth Services's iShares ESG Aware MSCI USA ETF position peaked at $14.4M in Q4 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.