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

Liberty 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 		$246K Sell
1,737
-133
-7% -$19.7K 0.03% 232
2025
Q4 		$279K Buy
1,870
+117
+7% +$17.3K 0.04% 202
2025
Q3 		$255K Sell
1,753
-92
-5% -$12.9K 0.04% 204
2025
Q2 		$250K Buy
+1,845
New +$230K 0.04% 189
2025
Q1 		– Sell
-4,500
Closed -$580K – 167
2024
Q4 		$580K Sell
4,500
-1,366
-23% -$177K 0.1% 107
2024
Q3 		$740K Sell
5,866
-71
-1% -$8.62K 0.13% 92
2024
Q2 		$708K Sell
5,937
-2,526
-30% -$290K 0.13% 92
2024
Q1 		$985K Sell
8,463
-18,223
-68% -$2M 0.19% 73
2023
Q4 		$2.8M Sell
26,686
-22,907
-46% -$2.24M 0.6% 37
2023
Q3 		$4.66M Sell
49,593
-19,502
-28% -$1.91M 1.16% 24
2023
Q2 		$6.73M Sell
69,095
-2,751
-4% -$254K 1.66% 17
2023
Q1 		$6.5M Buy
+71,846
New +$6.35M 1.34% 19
2022
Q3 		$17.5M Buy
220,209
+8,055
+4% +$713K 4.66% 6
2022
Q2 		$17.8M Buy
212,154
+4,855
+2% +$443K 7.22% 2
2022
Q1 		$20.9M Buy
+207,299
New +$20.8M 7.56% 2
2021
Q4 		– Sell
-178,619
Closed -$18.7M – 18
2021
Q3 		$17.6M Buy
178,619
+34,418
+24% +$3.49M 6.27% 2
2021
Q2 		$14.2M Buy
144,201
+9,371
+7% +$896K 5.52% 3
2021
Q1 		$11.7M Hold
134,830
– – 5.72% 3
2020
Q4 		$11.7M Buy
134,830
+19,689
+17% +$1.6M 5.74% 3
2020
Q3 		$8.78M Buy
115,141
+17,629
+18% +$1.33M 5.17% 3
2020
Q2 		$6.83M Buy
97,512
+46,514
+91% +$3.06M 4.8% 3
2020
Q1 		$2.95M Buy
+50,998
New +$3.47M 2.57% 6

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

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

Liberty Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 7.1% in Q1 2026, selling an estimated $19.7K and leaving 1,737 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #232.

Liberty Wealth Management first reported a position in ESGU in Q1 2020 and has held it in 22 quarters since. The position peaked at $20.9M in Q1 2022. 808 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Liberty Wealth Management held 1,737 shares of iShares ESG Aware MSCI USA ETF worth $246K as of Q1 2026.
  • Liberty Wealth Management sold 133 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $19.7K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Liberty Wealth Management's portfolio in Q1 2026, its #232 holding.
  • Liberty Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 22 quarters since.
  • Liberty Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $20.9M in Q1 2022.
  • 808 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

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