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MA Private Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

MA Private Wealth’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 		$3.27M Sell
23,102
-97
-0.4% -$14.3K 0.55% 28
2025
Q4 		$3.46M Sell
23,199
-1,025
-4% -$152K 0.58% 28
2025
Q3 		$3.53M Sell
24,224
-869
-3% -$122K 0.59% 27
2025
Q2 		$3.4M Sell
25,093
-4,276
-15% -$534K 0.61% 26
2025
Q1 		$3.58M Hold
29,369
– – 0.67% 23
2024
Q4 		$3.78M Sell
29,369
-795
-3% -$103K 0.71% 23
2024
Q3 		$3.81M Sell
30,164
-18,440
-38% -$2.24M 0.71% 23
2024
Q2 		$5.8M Sell
48,604
-2,306
-5% -$265K 1.15% 18
2024
Q1 		$5.85M Sell
50,910
-24,474
-32% -$2.68M 1.19% 17
2023
Q4 		$7.91M Sell
75,384
-33,534
-31% -$3.28M 1.69% 15
2023
Q3 		$10.2M Sell
108,918
-93,285
-46% -$9.14M 2.42% 10
2023
Q2 		$19.7M Buy
202,203
+6,835
+3% +$631K 4.57% 5
2023
Q1 		$17.7M Sell
195,368
-28,267
-13% -$2.5M 4.3% 5
2022
Q4 		$19M Sell
223,635
-53,018
-19% -$4.52M 4.57% 4
2022
Q3 		$23.2M Buy
276,653
+6,521
+2% +$577K 5.78% 4
2022
Q2 		$22.8M Buy
270,132
+10,347
+4% +$945K 5.55% 4
2022
Q1 		$26.3M Buy
259,785
+233,484
+888% +$23.4M 4.8% 6
2021
Q4 		$2.84M Buy
26,301
+19,226
+272% +$2.02M 0.51% 30
2021
Q3 		$697K Buy
+7,075
New +$717K 0.14% 52

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

MA Private Wealth's ESGU Position: Q1 2026 in Review

MA Private Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.42% in Q1 2026, selling an estimated $14.3K and leaving 23,102 shares worth $3.27M. The position accounts for 0.55% of the portfolio, ranked #28.

MA Private Wealth first reported a position in ESGU in Q3 2021 and has held it in 19 quarters since. The position peaked at $26.3M in Q1 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • MA Private Wealth held 23,102 shares of iShares ESG Aware MSCI USA ETF worth $3.27M as of Q1 2026.
  • MA Private Wealth sold 97 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $14.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.55% of MA Private Wealth's portfolio in Q1 2026, its #28 holding.
  • MA Private Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 19 quarters since.
  • MA Private Wealth's iShares ESG Aware MSCI USA ETF position peaked at $26.3M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on MA Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.