Leo Wealth LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Leo Wealth LLC’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	$2.67M	Buy	18,870 +497	+3%	+$73.5K	0.19%	101
2025 Q4	$2.74M	Buy	18,373 +89	+0.5%	+$13.2K	0.2%	90
2025 Q3	$2.66M	Sell	18,284 -109	-0.6%	-$15.3K	0.35%	57
2025 Q2	$2.49M	Buy	18,393 +76	+0.4%	+$9.49K	0.19%	96
2025 Q1	$2.23M	Sell	18,317 -507	-3%	-$65.3K	0.32%	65
2024 Q4	$2.42M	Buy	18,824 +105	+0.6%	+$13.6K	0.22%	83
2024 Q3	$2.36M	Sell	18,719 -250	-1%	-$30.4K	0.22%	78
2024 Q2	$2.26M	Sell	18,969 -42	-0.2%	-$4.82K	0.23%	78
2024 Q1	$2.19M	Buy	19,011 +26	+0.1%	+$2.85K	0.22%	78
2023 Q4	$1.99M	Buy	+18,985	New	+$1.86M	0.21%	83

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Leo Wealth LLC's ESGU Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.7% in Q1 2026, buying an estimated $73.5K and bringing the position to 18,870 shares worth $2.67M. The position accounts for 0.19% of the portfolio, ranked #101.

Leo Wealth LLC first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.74M in Q4 2025. 814 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Leo Wealth LLC held 18,870 shares of iShares ESG Aware MSCI USA ETF worth $2.67M as of Q1 2026.
Leo Wealth LLC bought 497 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $73.5K.
iShares ESG Aware MSCI USA ETF made up 0.19% of Leo Wealth LLC's portfolio in Q1 2026, its #101 holding.
Leo Wealth LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's iShares ESG Aware MSCI USA ETF position peaked at $2.74M in Q4 2025.
814 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.