Metis Global Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Metis Global Partners’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	$879K	Buy	6,212 +721	+13%	+$107K	0.02%	470
2025 Q4	$818K	Buy	5,491 +551	+11%	+$81.5K	0.02%	499
2025 Q3	$719K	Sell	4,940 -2,602	-35%	-$364K	0.02%	539
2025 Q2	$1.02M	Sell	7,542 -787	-9%	-$98.2K	0.03%	459
2025 Q1	$1.02M	Buy	8,329 +3,075	+59%	+$396K	0.03%	460
2024 Q4	$677K	Sell	5,254 -778	-13%	-$101K	0.02%	521
2024 Q3	$761K	Buy	6,032 +2,733	+83%	+$332K	0.02%	485
2024 Q2	$394K	Sell	3,299 -5,733	-63%	-$658K	0.01%	592
2024 Q1	$1.04M	Buy	+9,032	New	+$990K	0.04%	416
2023 Q4	–	Sell	-4,082	Closed	-$383K	–	751
2023 Q3	$383K	Sell	4,082 -997	-20%	-$97.6K	0.02%	588
2023 Q2	$495K	Buy	+5,079	New	+$469K	0.03%	522

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

Metis Global Partners's ESGU Position: Q1 2026 in Review

Metis Global Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 13% in Q1 2026, buying an estimated $107K and bringing the position to 6,212 shares worth $879K. The position accounts for 0.02% of the portfolio, ranked #470.

Metis Global Partners first reported a position in ESGU in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q1 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Metis Global Partners held 6,212 shares of iShares ESG Aware MSCI USA ETF worth $879K as of Q1 2026.
Metis Global Partners bought 721 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $107K.
iShares ESG Aware MSCI USA ETF made up 0.02% of Metis Global Partners's portfolio in Q1 2026, its #470 holding.
Metis Global Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 11 quarters since.
Metis Global Partners's iShares ESG Aware MSCI USA ETF position peaked at $1.04M in Q1 2024.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Metis Global Partners's 13F filing for Q1 2026, filed 7 May 2026.