Morton Brown Family Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Morton Brown Family Wealth’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	$1.03M	Sell	7,288 -374	-5%	-$55.3K	0.27%	29
2025 Q4	$1.14M	Sell	7,662 -280	-4%	-$41.4K	0.31%	28
2025 Q3	$1.16M	Hold	7,942	–	–	0.33%	25
2025 Q2	$1.07M	Buy	7,942 +5	+0.1%	+$624	0.33%	26
2025 Q1	$968K	Buy	7,937 +4	+0.1%	+$515	0.33%	26
2024 Q4	$1.02M	Sell	7,933 -598	-7%	-$77.5K	0.36%	26
2024 Q3	$1.08M	Hold	8,531	–	–	0.38%	27
2024 Q2	$1.03M	Hold	8,531	–	–	0.41%	27
2024 Q1	$981K	Sell	8,531 -164	-2%	-$18K	0.4%	26
2023 Q4	$912K	Buy	8,695 +77	+0.9%	+$7.54K	0.4%	28
2023 Q3	$809K	Sell	8,618 -213	-2%	-$20.9K	0.41%	26
2023 Q2	$861K	Sell	8,831 -71	-0.8%	-$6.56K	0.46%	25
2023 Q1	$805K	Buy	8,902 +4,074	+84%	+$360K	0.48%	26
2022 Q4	$409K	Sell	4,828 -2,408	-33%	-$205K	0.28%	34
2022 Q3	$575K	Buy	7,236 +8	+0.1%	+$708	0.46%	26
2022 Q2	$606K	Buy	7,228 +123	+2%	+$11.2K	0.47%	27
2022 Q1	$720K	Hold	7,105	–	–	0.54%	26
2021 Q4	$767K	Buy	+7,105	New	+$746K	0.59%	26

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morton Brown Family Wealth's ESGU Position: Q1 2026 in Review

Morton Brown Family Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.9% in Q1 2026, selling an estimated $55.3K and leaving 7,288 shares worth $1.03M. The position accounts for 0.27% of the portfolio, ranked #29.

Morton Brown Family Wealth first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.16M in Q3 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Morton Brown Family Wealth held 7,288 shares of iShares ESG Aware MSCI USA ETF worth $1.03M as of Q1 2026.
Morton Brown Family Wealth sold 374 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $55.3K.
iShares ESG Aware MSCI USA ETF made up 0.27% of Morton Brown Family Wealth's portfolio in Q1 2026, its #29 holding.
Morton Brown Family Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
Morton Brown Family Wealth's iShares ESG Aware MSCI USA ETF position peaked at $1.16M in Q3 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Morton Brown Family Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.