LifePlan Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

LifePlan Investment Advisors’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	$818K	Sell	5,784 -430	-7%	-$63.6K	0.32%	75
2025 Q4	$926K	Buy	6,214 +444	+8%	+$65.6K	0.38%	63
2025 Q3	$840K	Buy	5,770 +1,826	+46%	+$256K	0.35%	62
2025 Q2	$534K	Buy	3,944 +122	+3%	+$15.2K	0.27%	69
2025 Q1	$466K	Buy	3,822 +257	+7%	+$33.1K	0.27%	71
2024 Q4	$459K	Buy	3,565 +634	+22%	+$82.1K	0.28%	66
2024 Q3	$370K	Buy	2,931 +288	+11%	+$35K	0.24%	66
2024 Q2	$315K	Sell	2,643 -476	-15%	-$54.7K	0.23%	70
2024 Q1	$359K	Sell	3,119 -5,617	-64%	-$615K	0.29%	58
2023 Q4	$917K	Buy	8,736 +1,425	+19%	+$140K	0.84%	31
2023 Q3	$687K	Sell	7,311 -16	-0.2%	-$1.57K	0.73%	32
2023 Q2	$714K	Buy	+7,327	New	+$677K	0.8%	30

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LifePlan Investment Advisors's ESGU Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.9% in Q1 2026, selling an estimated $63.6K and leaving 5,784 shares worth $818K. The position accounts for 0.32% of the portfolio, ranked #75.

LifePlan Investment Advisors first reported a position in ESGU in Q2 2023 and has held it in 12 quarters since. The position peaked at $926K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

LifePlan Investment Advisors held 5,784 shares of iShares ESG Aware MSCI USA ETF worth $818K as of Q1 2026.
LifePlan Investment Advisors sold 430 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $63.6K.
iShares ESG Aware MSCI USA ETF made up 0.32% of LifePlan Investment Advisors's portfolio in Q1 2026, its #75 holding.
LifePlan Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 12 quarters since.
LifePlan Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $926K in Q4 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.