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

Maia 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	$4.74M	Sell	33,547 -1,706	-5%	-$252K	0.8%	27
2025 Q4	$5.21M	Sell	35,253 -5,692	-14%	-$842K	0.89%	23
2025 Q3	$6.12M	Buy	40,945 +706	+2%	+$98.9K	1.03%	18
2025 Q2	$5.44M	Sell	40,239 -1,975	-5%	-$247K	1.04%	20
2025 Q1	$4.95M	Sell	42,214 -3,460	-8%	-$446K	1.12%	19
2024 Q4	$6.02M	Buy	45,674 +1,571	+4%	+$204K	1.3%	17
2024 Q3	$5.6M	Sell	44,103 -4,317	-9%	-$524K	1.38%	14
2024 Q2	$5.96M	Buy	+48,420	New	+$5.56M	1.79%	10
2023 Q4	$11M	Buy	+104,366	New	+$10.2M	4.42%	2

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

Maia Wealth's ESGU Position: Q1 2026 in Review

Maia Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.8% in Q1 2026, selling an estimated $252K and leaving 33,547 shares worth $4.74M. The position accounts for 0.8% of the portfolio, ranked #27.

Maia Wealth first reported a position in ESGU in Q4 2023 and has held it in 9 quarters since. The position peaked at $11M in Q4 2023. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Maia Wealth held 33,547 shares of iShares ESG Aware MSCI USA ETF worth $4.74M as of Q1 2026.
Maia Wealth sold 1,706 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $252K.
iShares ESG Aware MSCI USA ETF made up 0.8% of Maia Wealth's portfolio in Q1 2026, its #27 holding.
Maia Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's iShares ESG Aware MSCI USA ETF position peaked at $11M in Q4 2023.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.