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

MBE 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 		$734K Buy
5,188
+716
+16% +$106K 0.3% 46
2025
Q4 		$666K Buy
4,472
+226
+5% +$33.4K 0.28% 49
2025
Q3 		$618K Sell
4,246
-74
-2% -$10.4K 0.27% 49
2025
Q2 		$584K Buy
4,320
+189
+5% +$23.6K 0.25% 52
2025
Q1 		$504K Buy
4,131
+1,224
+42% +$158K 0.24% 56
2024
Q4 		$374K Buy
2,907
+433
+18% +$56.1K 0.21% 59
2024
Q3 		$312K Hold
2,474
– – 0.17% 69
2024
Q2 		$295K Hold
2,474
– – 0.18% 68
2024
Q1 		$284K Hold
2,474
– – 0.18% 66
2023
Q4 		$260K Hold
2,474
– – 0.13% 70
2023
Q3 		$232K Hold
2,474
– – 0.13% 64
2023
Q2 		$241K Hold
2,474
– – 0.13% 63
2023
Q1 		$224K Hold
2,474
– – 0.13% 66
2022
Q4 		$210K Sell
2,474
-575
-19% -$49.1K 0.14% 63
2022
Q3 		$242K Hold
3,049
– – 0.18% 51
2022
Q2 		$256K Sell
3,049
-227
-7% -$20.7K 0.18% 53
2022
Q1 		$332K Hold
3,276
– – 0.2% 44
2021
Q4 		$353K Hold
3,276
– – 0.18% 37
2021
Q3 		$323K Sell
3,276
-934
-22% -$94.6K 0.16% 40
2021
Q2 		$415K Sell
4,210
-11,603
-73% -$1.11M 0.21% 32
2021
Q1 		$1.44M Buy
15,813
+897
+6% +$79.7K 0.78% 19
2020
Q4 		$1.28M Sell
14,916
-212
-1% -$17.2K 0.87% 18
2020
Q3 		$1.06M Hold
15,128
– – 0.89% 19
2020
Q2 		$1.06M Buy
15,128
+952
+7% +$62.7K 0.89% 19
2020
Q1 		$815K Buy
+14,176
New +$965K 0.78% 17

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

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

MBE Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 16% in Q1 2026, buying an estimated $106K and bringing the position to 5,188 shares worth $734K. The position accounts for 0.3% of the portfolio, ranked #46.

MBE Wealth Management first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.44M in Q1 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • MBE Wealth Management held 5,188 shares of iShares ESG Aware MSCI USA ETF worth $734K as of Q1 2026.
  • MBE Wealth Management bought 716 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $106K.
  • iShares ESG Aware MSCI USA ETF made up 0.3% of MBE Wealth Management's portfolio in Q1 2026, its #46 holding.
  • MBE Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • MBE Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $1.44M in Q1 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on MBE Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.