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Mount Yale Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Mount Yale Investment 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 		$546K Buy
+3,861
New +$571K 0.01% 690
2025
Q3 		– Sell
-4,987
Closed -$675K – 949
2025
Q2 		$675K Sell
4,987
-1,534
-24% -$192K 0.05% 279
2025
Q1 		$795K Buy
6,521
+2
+0% +$258 0.07% 236
2024
Q4 		$840K Buy
6,519
+246
+4% +$31.9K 0.07% 238
2024
Q3 		$792K Sell
6,273
-5,363
-46% -$651K 0.08% 241
2024
Q2 		$1.39M Sell
11,636
-844
-7% -$96.9K 0.11% 173
2024
Q1 		$1.43M Sell
12,480
-22,450
-64% -$2.46M 0.11% 171
2023
Q4 		$3.66M Buy
34,930
+717
+2% +$70.2K 0.35% 72
2023
Q3 		$3.21M Sell
34,213
-8,993
-21% -$881K 0.35% 68
2023
Q2 		$4.21M Buy
43,206
+726
+2% +$67K 0.45% 48
2023
Q1 		$3.84M Sell
42,480
-36,339
-46% -$3.21M 0.43% 52
2022
Q4 		$6.68M Sell
78,819
-18,681
-19% -$1.59M 0.76% 23
2022
Q3 		$7.74M Buy
97,500
+8,130
+9% +$720K 1.03% 10
2022
Q2 		$7.5M Sell
89,370
-1,108
-1% -$101K 0.94% 11
2022
Q1 		$9.17M Buy
90,478
+10,159
+13% +$1.02M 1% 9
2021
Q4 		$8.67M Buy
80,319
+792
+1% +$83.1K 0.9% 10
2021
Q3 		$7.83M Buy
79,527
+18,503
+30% +$1.87M 0.9% 13
2021
Q2 		$6.01M Sell
61,024
-755
-1% -$72.2K 0.73% 30
2021
Q1 		$5.61M Sell
61,779
-598
-1% -$53.2K 0.73% 30
2020
Q4 		$5.37M Buy
62,377
+18,773
+43% +$1.52M 0.75% 26
2020
Q3 		$3.32M Buy
43,604
+1,266
+3% +$95.4K 0.47% 52
2020
Q2 		$2.96M Buy
42,338
+23,126
+120% +$1.52M 0.53% 48
2020
Q1 		$1.1M Buy
19,212
+9,350
+95% +$636K 0.25% 104
2019
Q4 		$708K Buy
+9,862
New +$671K 0.12% 148

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 $424B AUM 22.94% 1-Year Est. Return

Mount Yale Investment Advisors's ESGU Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026: 3,861 shares worth $546K. The stake represents 0.01% of the portfolio and ranks #690 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ESGU as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ESGU in Q4 2019 and has held it in 24 quarters since. The position peaked at $9.17M in Q1 2022. 808 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Mount Yale Investment Advisors held 3,861 shares of iShares ESG Aware MSCI USA ETF worth $546K as of Q1 2026.
  • iShares ESG Aware MSCI USA ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #690 holding.
  • Mount Yale Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 24 quarters since.
  • Mount Yale Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $9.17M in Q1 2022.
  • 808 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.