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

Kingsview 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 		$734K Buy
5,191
+591
+13% +$87.4K 0.01% 774
2025
Q4 		$685K Buy
4,600
+55
+1% +$8.13K 0.01% 747
2025
Q3 		$662K Sell
4,545
-152
-3% -$21.3K 0.01% 721
2025
Q2 		$636K Sell
4,697
-214
-4% -$26.7K 0.01% 688
2025
Q1 		$599K Buy
4,911
+25
+0.5% +$3.22K 0.01% 672
2024
Q4 		$629K Sell
4,886
-209
-4% -$27.1K 0.01% 672
2024
Q3 		$643K Buy
5,095
+61
+1% +$7.41K 0.01% 638
2024
Q2 		$601K Buy
5,034
+1,404
+39% +$161K 0.01% 634
2024
Q1 		$417K Buy
3,630
+3
+0.1% +$329 0.01% 719
2023
Q4 		$381K Sell
3,627
-195
-5% -$19.1K 0.01% 703
2023
Q3 		$359K Sell
3,822
-24
-0.6% -$2.35K 0.01% 703
2023
Q2 		$375K Sell
3,846
-397
-9% -$36.7K 0.01% 671
2023
Q1 		$384K Sell
4,243
-27
-0.6% -$2.39K 0.02% 644
2022
Q4 		$362K Sell
4,270
-751
-15% -$64.1K 0.02% 602
2022
Q3 		$399K Sell
5,021
-664
-12% -$58.8K 0.02% 561
2022
Q2 		$477K Sell
5,685
-726
-11% -$66.3K 0.02% 548
2022
Q1 		$650K Buy
6,411
+1,037
+19% +$104K 0.03% 518
2021
Q4 		$580K Buy
5,374
+396
+8% +$41.6K 0.02% 533
2021
Q3 		$490K Buy
4,978
+189
+4% +$19.2K 0.02% 551
2021
Q2 		$474K Buy
4,789
+23
+0.5% +$2.2K 0.02% 566
2021
Q1 		$438K Sell
4,766
-147
-3% -$13.1K 0.02% 535
2020
Q4 		$423K Sell
4,913
-959
-16% -$77.9K 0.03% 483
2020
Q3 		$448K Buy
5,872
+96
+2% +$7.23K 0.04% 386
2020
Q2 		$404K Buy
+5,776
New +$380K 0.04% 376

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

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

Kingsview Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 13% in Q1 2026, buying an estimated $87.4K and bringing the position to 5,191 shares worth $734K. The position accounts for 0.01% of the portfolio, ranked #774.

Kingsview Wealth Management first reported a position in ESGU in Q2 2020 and has held it in 24 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Kingsview Wealth Management held 5,191 shares of iShares ESG Aware MSCI USA ETF worth $734K as of Q1 2026.
  • Kingsview Wealth Management bought 591 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $87.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #774 holding.
  • Kingsview Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 24 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.