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Mission Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Mission Wealth Management’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 		$31.4M Sell
222,363
-2,970
-1% -$439K 0.65% 28
2025
Q4 		$33.6M Sell
225,333
-4,818
-2% -$712K 0.67% 26
2025
Q3 		$33.5M Buy
230,151
+385
+0.2% +$53.9K 0.67% 26
2025
Q2 		$31.1M Buy
229,766
+42,277
+23% +$5.28M 0.66% 25
2025
Q1 		$22.9M Buy
187,489
+14,792
+9% +$1.9M 0.56% 30
2024
Q4 		$22.2M Sell
172,697
-959
-0.6% -$124K 0.52% 30
2024
Q3 		$21.9M Buy
173,656
+9,560
+6% +$1.16M 0.53% 30
2024
Q2 		$19.6M Sell
164,096
-1,505
-0.9% -$173K 0.52% 31
2024
Q1 		$19M Sell
165,601
-1,858
-1% -$204K 0.5% 31
2023
Q4 		$17.6M Buy
167,459
+30,744
+22% +$3.01M 0.57% 28
2023
Q3 		$12.8M Sell
136,715
-4,962
-4% -$486K 0.48% 32
2023
Q2 		$13.8M Sell
141,677
-5,585
-4% -$516K 0.52% 29
2023
Q1 		$13.3M Buy
147,262
+22,960
+18% +$2.03M 0.56% 29
2022
Q4 		$10.5M Buy
124,302
+80,780
+186% +$6.89M 0.5% 34
2022
Q3 		$3.46M Buy
43,522
+11,802
+37% +$1.05M 0.18% 77
2022
Q2 		$2.66M Buy
31,720
+13,269
+72% +$1.21M 0.14% 92
2022
Q1 		$1.87M Buy
18,451
+10,731
+139% +$1.07M 0.09% 120
2021
Q4 		$833K Buy
7,720
+2,819
+58% +$296K 0.04% 216
2021
Q3 		$483K Buy
4,901
+250
+5% +$25.3K 0.02% 293
2021
Q2 		$458K Hold
4,651
– – 0.02% 302
2021
Q1 		$423K Sell
4,651
-289
-6% -$25.7K 0.02% 293
2020
Q4 		$425K Buy
4,940
+640
+15% +$52K 0.03% 274
2020
Q3 		$328K Hold
4,300
– – 0.02% 263
2020
Q2 		$301K Sell
4,300
-400
-9% -$26.3K 0.03% 253
2020
Q1 		$270K Sell
4,700
-85
-2% -$5.79K 0.03% 229
2019
Q4 		$341K Hold
4,785
– – 0.03% 235
2019
Q3 		$313K Buy
4,785
+85
+2% +$5.53K 0.03% 225
2019
Q2 		$303K Hold
4,700
– – 0.03% 238
2019
Q1 		$292K Hold
4,700
– – 0.03% 231
2018
Q4 		$258K Buy
+4,700
New +$278K 0.03% 214

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

Mission Wealth Management's ESGU Position: Q1 2026 in Review

Mission Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.3% in Q1 2026, selling an estimated $439K and leaving 222,363 shares worth $31.4M. The position accounts for 0.65% of the portfolio, ranked #28.

Mission Wealth Management first reported a position in ESGU in Q4 2018 and has held it in 30 quarters since. The position peaked at $33.6M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Mission Wealth Management held 222,363 shares of iShares ESG Aware MSCI USA ETF worth $31.4M as of Q1 2026.
  • Mission Wealth Management sold 2,970 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $439K.
  • iShares ESG Aware MSCI USA ETF made up 0.65% of Mission Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Mission Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2018 and has held it in 30 quarters since.
  • Mission Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $33.6M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.