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McKinley Carter Wealth Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

McKinley Carter Wealth Services’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 		$5.65M Buy
39,930
+6,769
+20% +$1M 0.33% 76
2025
Q4 		$4.94M Sell
33,161
-2,452
-7% -$363K 0.28% 77
2025
Q3 		$5.19M Sell
35,613
-72
-0.2% -$10.1K 0.27% 71
2025
Q2 		$4.83M Sell
35,685
-1,687
-5% -$211K 0.27% 71
2025
Q1 		$4.56M Sell
37,372
-3,774
-9% -$486K 0.28% 69
2024
Q4 		$5.3M Sell
41,146
-399
-1% -$51.7K 0.32% 67
2024
Q3 		$5.24M Buy
41,545
+412
+1% +$50K 0.32% 67
2024
Q2 		$4.91M Sell
41,133
-1,090
-3% -$125K 0.31% 69
2024
Q1 		$4.85M Sell
42,223
-1,180
-3% -$129K 0.32% 68
2023
Q4 		$4.55M Buy
43,403
+6,118
+16% +$599K 0.33% 67
2023
Q3 		$3.5M Sell
37,285
-275
-0.7% -$26.9K 0.28% 70
2023
Q2 		$3.66M Buy
37,560
+3,611
+11% +$333K 0.27% 68
2023
Q1 		$3.07M Buy
33,949
+1,902
+6% +$168K 0.24% 74
2022
Q4 		$2.72M Sell
32,047
-1,750
-5% -$149K 0.23% 82
2022
Q3 		$2.68M Buy
33,797
+869
+3% +$77K 0.25% 73
2022
Q2 		$2.76M Buy
32,928
+2,431
+8% +$222K 0.24% 77
2022
Q1 		$3.09M Buy
30,497
+3,484
+13% +$349K 0.24% 78
2021
Q4 		$2.92M Buy
27,013
+14,201
+111% +$1.49M 0.22% 82
2021
Q3 		$1.26M Buy
12,812
+3,934
+44% +$399K 0.1% 130
2021
Q2 		$874K Buy
8,878
+1,176
+15% +$112K 0.07% 149
2021
Q1 		$700K Sell
7,702
-12,069
-61% -$1.07M 0.06% 163
2020
Q4 		$1.7M Buy
+19,771
New +$1.61M 0.22% 97

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

McKinley Carter Wealth Services's ESGU Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 20% in Q1 2026, buying an estimated $1M and bringing the position to 39,930 shares worth $5.65M. The position accounts for 0.33% of the portfolio, ranked #76.

McKinley Carter Wealth Services first reported a position in ESGU in Q4 2020 and has held it in 22 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • McKinley Carter Wealth Services held 39,930 shares of iShares ESG Aware MSCI USA ETF worth $5.65M as of Q1 2026.
  • McKinley Carter Wealth Services bought 6,769 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $1M.
  • iShares ESG Aware MSCI USA ETF made up 0.33% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #76 holding.
  • McKinley Carter Wealth Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 22 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.