MML Investors Services
ESGU icon

MML Investors Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

MML Investors Services’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 		$22.8M Sell
161,406
-21,105
-12% -$3.12M 0.06% 297
2025
Q4 		$27.2M Buy
182,511
+43
+0% +$6.36K 0.07% 280
2025
Q3 		$26.6M Buy
182,468
+2,687
+1% +$376K 0.07% 272
2025
Q2 		$24.3M Sell
179,781
-17,115
-9% -$2.14M 0.07% 275
2025
Q1 		$24M Sell
196,896
-128,456
-39% -$16.5M 0.08% 251
2024
Q4 		$41.9M Buy
325,352
+9,668
+3% +$1.25M 0.14% 148
2024
Q3 		$39.8M Buy
315,684
+2,380
+0.8% +$289K 0.15% 156
2024
Q2 		$37.4M Sell
313,304
-187,389
-37% -$21.5M 0.15% 146
2024
Q1 		$57.6M Sell
500,693
-640,627
-56% -$70.2M 0.24% 87
2023
Q4 		$120M Buy
1,141,320
+44,388
+4% +$4.35M 0.55% 25
2023
Q3 		$103M Sell
1,096,932
-356,855
-25% -$34.9M 0.57% 27
2023
Q2 		$142M Sell
1,453,787
-204,654
-12% -$18.9M 0.78% 19
2023
Q1 		$150M Sell
1,658,441
-1,817,930
-52% -$161M 1.06% 11
2022
Q4 		$295M Sell
3,476,371
-288,625
-8% -$24.6M 1.93% 2
2022
Q3 		$299M Buy
3,764,996
+121,580
+3% +$10.8M 2.27% 2
2022
Q2 		$306M Buy
3,643,416
+165,065
+5% +$15.1M 2.32% 2
2022
Q1 		$353M Buy
3,478,351
+333,734
+11% +$33.4M 2.49% 2
2021
Q4 		$339M Buy
3,144,617
+319,481
+11% +$33.5M 2.44% 2
2021
Q3 		$278M Buy
2,825,136
+439,808
+18% +$44.6M 2.21% 2
2021
Q2 		$235M Buy
2,385,328
+170,469
+8% +$16.3M 1.97% 2
2021
Q1 		$201M Buy
2,214,859
+187,895
+9% +$16.7M 1.92% 3
2020
Q4 		$174M Buy
2,026,964
+584,619
+41% +$47.5M 1.86% 4
2020
Q3 		$110M Buy
1,442,345
+120,012
+9% +$9.04M 1.38% 9
2020
Q2 		$92.5M Buy
1,322,333
+711,878
+117% +$46.9M 1.24% 9
2020
Q1 		$35.1M Buy
610,455
+568,404
+1,352% +$38.7M 0.6% 31
2019
Q4 		$3M Buy
42,051
+6,002
+17% +$409K 0.04% 376
2019
Q3 		$2.36M Buy
36,049
+3,018
+9% +$196K 0.04% 396
2019
Q2 		$2.13M Buy
33,031
+12,502
+61% +$793K 0.03% 477
2019
Q1 		$1.28M Buy
20,529
+13,759
+203% +$821K 0.02% 613
2018
Q4 		$372K Buy
+6,770
New +$400K 0.01% 1056

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

MML Investors Services's ESGU Position: Q1 2026 in Review

MML Investors Services reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 12% in Q1 2026, selling an estimated $3.12M and leaving 161,406 shares worth $22.8M. The position accounts for 0.06% of the portfolio, ranked #297.

MML Investors Services first reported a position in ESGU in Q4 2018 and has held it in 30 quarters since. The position peaked at $353M in Q1 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • MML Investors Services held 161,406 shares of iShares ESG Aware MSCI USA ETF worth $22.8M as of Q1 2026.
  • MML Investors Services sold 21,105 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $3.12M.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of MML Investors Services's portfolio in Q1 2026, its #297 holding.
  • MML Investors Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2018 and has held it in 30 quarters since.
  • MML Investors Services's iShares ESG Aware MSCI USA ETF position peaked at $353M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.