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Laurel Wealth Planning’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Laurel Wealth Planning’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 		$9.94M Sell
70,306
-2,040
-3% -$302K 5.24% 4
2025
Q4 		$10.8M Sell
72,346
-904
-1% -$134K 5.97% 2
2025
Q3 		$10.7M Sell
73,250
-2,254
-3% -$316K 5.64% 4
2025
Q2 		$10.2M Sell
75,504
-5,058
-6% -$631K 5.81% 4
2025
Q1 		$9.82M Sell
80,562
-6,697
-8% -$862K 6.53% 3
2024
Q4 		$11.2M Sell
87,259
-5,416
-6% -$702K 7.25% 2
2024
Q3 		$11.7M Sell
92,675
-6,141
-6% -$746K 7.64% 2
2024
Q2 		$11.8M Sell
98,816
-483
-0.5% -$55.5K 8.21% 2
2024
Q1 		$11.4M Buy
99,299
+3,578
+4% +$392K 7.58% 2
2023
Q4 		$10M Buy
95,721
+7,679
+9% +$752K 7.11% 2
2023
Q3 		$8.27M Buy
88,042
+5,254
+6% +$515K 6.43% 3
2023
Q2 		$8.07M Buy
82,788
+35,753
+76% +$3.3M 5.76% 4
2023
Q1 		$4.25M Sell
47,035
-8,178
-15% -$723K 2.82% 7
2022
Q4 		$4.68M Buy
55,213
+7,595
+16% +$648K 3.02% 7
2022
Q3 		$3.78M Buy
47,618
+12,434
+35% +$1.1M 2.78% 10
2022
Q2 		$2.95M Buy
35,184
+7,936
+29% +$725K 2.08% 17
2022
Q1 		$2.76M Buy
27,248
+24,060
+755% +$2.41M 1.86% 19
2021
Q4 		$344K Sell
3,188
-4,345
-58% -$456K 0.26% 54
2021
Q3 		$742K Sell
7,533
-2,140
-22% -$217K 0.6% 33
2021
Q2 		$953K Sell
9,673
-1,537
-14% -$147K 0.83% 29
2021
Q1 		$1.02M Sell
11,210
-2,356
-17% -$209K 0.93% 30
2020
Q4 		$1.17M Buy
+13,566
New +$1.1M 1.14% 26

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

Laurel Wealth Planning's ESGU Position: Q1 2026 in Review

Laurel Wealth Planning reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.8% in Q1 2026, selling an estimated $302K and leaving 70,306 shares worth $9.94M. The position accounts for 5.24% of the portfolio, ranked #4.

Laurel Wealth Planning first reported a position in ESGU in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.8M in Q2 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Laurel Wealth Planning held 70,306 shares of iShares ESG Aware MSCI USA ETF worth $9.94M as of Q1 2026.
  • Laurel Wealth Planning sold 2,040 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $302K.
  • iShares ESG Aware MSCI USA ETF made up 5.24% of Laurel Wealth Planning's portfolio in Q1 2026, its #4 holding.
  • Laurel Wealth Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 22 quarters since.
  • Laurel Wealth Planning's iShares ESG Aware MSCI USA ETF position peaked at $11.8M in Q2 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.