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Live Oak Investment Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Live Oak Investment Partners’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 		$892K Sell
6,308
-540
-8% -$79.9K 0.53% 47
2025
Q4 		$1.02M Buy
6,848
+1,170
+21% +$173K 0.63% 44
2025
Q3 		$827K Buy
5,678
+1,338
+31% +$187K 0.55% 49
2025
Q2 		$587K Sell
4,340
-1,699
-28% -$212K 0.45% 53
2025
Q1 		$736K Buy
+6,039
New +$778K 0.58% 48
2024
Q4 		– Hold
0
– – – 44
2024
Q3 		– Hold
0
– – – 45
2024
Q2 		– Hold
0
– – – 45
2023
Q4 		– Hold
0
– – – 48
2023
Q3 		– Hold
0
– – – 54
2023
Q2 		– Hold
0
– – – 71
2023
Q1 		– Hold
0
– – – 74
2022
Q4 		– Hold
0
– – – 78

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

Live Oak Investment Partners's ESGU Position: Q1 2026 in Review

Live Oak Investment Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 7.9% in Q1 2026, selling an estimated $79.9K and leaving 6,308 shares worth $892K. The position accounts for 0.53% of the portfolio, ranked #47.

Live Oak Investment Partners first reported a position in ESGU in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Live Oak Investment Partners held 6,308 shares of iShares ESG Aware MSCI USA ETF worth $892K as of Q1 2026.
  • Live Oak Investment Partners sold 540 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $79.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.53% of Live Oak Investment Partners's portfolio in Q1 2026, its #47 holding.
  • Live Oak Investment Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 5 quarters since.
  • Live Oak Investment Partners's iShares ESG Aware MSCI USA ETF position peaked at $1.02M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.