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

MONECO 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 		$302K Buy
2,138
+16
+0.8% +$2.37K 0.02% 404
2025
Q4 		$316K Buy
2,122
+25
+1% +$3.7K 0.03% 384
2025
Q3 		$305K Sell
2,097
-306
-13% -$42.9K 0.03% 396
2025
Q2 		$325K Sell
2,403
-836
-26% -$104K 0.03% 365
2025
Q1 		$395K Buy
3,239
+37
+1% +$4.76K 0.04% 318
2024
Q4 		$413K Buy
3,202
+881
+38% +$114K 0.04% 314
2024
Q3 		$293K Buy
2,321
+134
+6% +$16.3K 0.04% 344
2024
Q2 		$261K Sell
2,187
-35
-2% -$4.02K 0.04% 348
2024
Q1 		$255K Buy
2,222
+26
+1% +$2.85K 0.04% 344
2023
Q4 		$230K Sell
2,196
-139
-6% -$13.6K 0.04% 336
2023
Q3 		$219K Sell
2,335
-74
-3% -$7.25K 0.06% 302
2023
Q2 		$235K Sell
2,409
-644
-21% -$59.5K 0.06% 294
2023
Q1 		$276K Sell
3,053
-460
-13% -$40.7K 0.08% 259
2022
Q4 		$298K Sell
3,513
-1,560
-31% -$133K 0.11% 194
2022
Q3 		$403K Sell
5,073
-279
-5% -$24.7K 0.16% 146
2022
Q2 		$449K Sell
5,352
-718
-12% -$65.6K 0.17% 133
2022
Q1 		$615K Sell
6,070
-123
-2% -$12.3K 0.23% 107
2021
Q4 		$621K Buy
6,193
+162
+3% +$17K 0.23% 105
2021
Q3 		$594K Buy
+6,031
New +$611K 0.23% 96

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

MONECO Advisors's ESGU Position: Q1 2026 in Review

MONECO Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.75% in Q1 2026, buying an estimated $2.37K and bringing the position to 2,138 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #404.

MONECO Advisors first reported a position in ESGU in Q3 2021 and has held it in 19 quarters since. The position peaked at $621K in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • MONECO Advisors held 2,138 shares of iShares ESG Aware MSCI USA ETF worth $302K as of Q1 2026.
  • MONECO Advisors bought 16 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $2.37K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of MONECO Advisors's portfolio in Q1 2026, its #404 holding.
  • MONECO Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 19 quarters since.
  • MONECO Advisors's iShares ESG Aware MSCI USA ETF position peaked at $621K in Q4 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.