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

Merkkuri 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 		$320K Sell
2,259
-38
-2% -$5.62K 0.21% 67
2025
Q4 		$342K Sell
2,297
-1
-0% -$148 0.23% 67
2025
Q3 		$335K Sell
2,298
-49
-2% -$6.86K 0.24% 63
2025
Q2 		$318K Sell
2,347
-3,032
-56% -$379K 0.24% 69
2025
Q1 		$656K Sell
5,379
-1,512
-22% -$195K 0.56% 42
2024
Q4 		$888K Sell
6,891
-3,002
-30% -$389K 0.7% 38
2024
Q3 		$1.25M Sell
9,893
-4,405
-31% -$535K 0.99% 34
2024
Q2 		$1.71M Buy
+14,298
New +$1.64M 1.57% 16

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

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

Merkkuri Wealth Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.7% in Q1 2026, selling an estimated $5.62K and leaving 2,259 shares worth $320K. The position accounts for 0.21% of the portfolio, ranked #67.

Merkkuri Wealth Advisors first reported a position in ESGU in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.71M in Q2 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Merkkuri Wealth Advisors held 2,259 shares of iShares ESG Aware MSCI USA ETF worth $320K as of Q1 2026.
  • Merkkuri Wealth Advisors sold 38 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $5.62K.
  • iShares ESG Aware MSCI USA ETF made up 0.21% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #67 holding.
  • Merkkuri Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 8 quarters since.
  • Merkkuri Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.71M in Q2 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

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