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

Morling Financial 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 		$1.81M Buy
12,789
+262
+2% +$38.8K 0.56% 21
2025
Q4 		$1.87M Buy
12,527
+179
+1% +$26.5K 0.59% 20
2025
Q3 		$1.8M Sell
12,348
-52
-0.4% -$7.28K 0.59% 19
2025
Q2 		$1.68M Buy
12,400
+1,610
+15% +$201K 0.55% 21
2025
Q1 		$1.32M Buy
10,790
+421
+4% +$54.2K 0.45% 26
2024
Q4 		$1.34M Buy
10,369
+207
+2% +$26.8K 0.47% 22
2024
Q3 		$1.28M Sell
10,162
-140
-1% -$17K 0.49% 23
2024
Q2 		$1.23M Sell
10,302
-41
-0.4% -$4.71K 0.54% 22
2024
Q1 		$1.19M Sell
10,343
-123
-1% -$13.5K 0.68% 21
2023
Q4 		$1.1M Sell
10,466
-468
-4% -$45.8K 0.89% 18
2023
Q3 		$1.03M Buy
10,934
+374
+4% +$36.6K 1.02% 19
2023
Q2 		$1.03M Buy
10,560
+932
+10% +$86.1K 0.99% 19
2023
Q1 		$871K Buy
9,628
+133
+1% +$11.8K 0.94% 23
2022
Q4 		$805K Sell
9,495
-1,060
-10% -$90.4K 1.03% 24
2022
Q3 		$838K Buy
10,555
+241
+2% +$21.3K 1.14% 19
2022
Q2 		$865K Buy
10,314
+3,298
+47% +$301K 1.13% 22
2022
Q1 		$711K Buy
7,016
+406
+6% +$40.7K 0.9% 22
2021
Q4 		$713K Buy
+6,610
New +$694K 0.68% 20

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

Morling Financial Advisors's ESGU Position: Q1 2026 in Review

Morling Financial Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.1% in Q1 2026, buying an estimated $38.8K and bringing the position to 12,789 shares worth $1.81M. The position accounts for 0.56% of the portfolio, ranked #21.

Morling Financial Advisors first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.87M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Morling Financial Advisors held 12,789 shares of iShares ESG Aware MSCI USA ETF worth $1.81M as of Q1 2026.
  • Morling Financial Advisors bought 262 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $38.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.56% of Morling Financial Advisors's portfolio in Q1 2026, its #21 holding.
  • Morling Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • Morling Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.87M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.