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Milestone Asset Management Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Milestone Asset Management Group’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 		$1.15M Sell
8,164
-521
-6% -$77.1K 0.68% 41
2025
Q4 		$1.29M Sell
8,685
-102
-1% -$15.1K 0.73% 38
2025
Q3 		$1.28M Buy
8,787
+14
+0.2% +$1.96K 0.81% 37
2025
Q2 		$1.19M Sell
8,773
-1,085
-11% -$135K 0.88% 36
2025
Q1 		$1.2M Buy
9,858
+48
+0.5% +$6.18K 1.09% 33
2024
Q4 		$1.26M Buy
+9,810
New +$1.27M 1.13% 30

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

Milestone Asset Management Group's ESGU Position: Q1 2026 in Review

Milestone Asset Management Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6% in Q1 2026, selling an estimated $77.1K and leaving 8,164 shares worth $1.15M. The position accounts for 0.68% of the portfolio, ranked #41.

Milestone Asset Management Group first reported a position in ESGU in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Milestone Asset Management Group held 8,164 shares of iShares ESG Aware MSCI USA ETF worth $1.15M as of Q1 2026.
  • Milestone Asset Management Group sold 521 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $77.1K.
  • iShares ESG Aware MSCI USA ETF made up 0.68% of Milestone Asset Management Group's portfolio in Q1 2026, its #41 holding.
  • Milestone Asset Management Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
  • Milestone Asset Management Group's iShares ESG Aware MSCI USA ETF position peaked at $1.29M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.