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

Medallion Wealth Advisors’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 		$15.8K Hold
112
– – 0.01% 694
2025
Q4 		$16.7K Hold
112
– – 0.01% 672
2025
Q3 		$16.3K Hold
112
– – 0.01% 673
2025
Q2 		$15.1K Hold
112
– – 0.01% 670
2025
Q1 		$13.7K Hold
112
– – 0.01% 637
2024
Q4 		$14.4K Buy
+112
New +$14.5K 0.01% 611

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

Medallion Wealth Advisors's ESGU Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 112 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #694.

Medallion Wealth Advisors first reported a position in ESGU in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.7K in Q4 2025. 808 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Medallion Wealth Advisors held 112 shares of iShares ESG Aware MSCI USA ETF worth $15.8K as of Q1 2026.
  • Medallion Wealth Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #694 holding.
  • Medallion Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $16.7K in Q4 2025.
  • 808 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.