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Mowery & Schoenfeld Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		– Sell
-77
Closed -$11.5K – 404
2025
Q4 		$11.5K Buy
+77
New +$11.4K 0.02% 238

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 $15B 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 $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ESGU Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 77 shares — an estimated $11.5K sold.

Mowery & Schoenfeld Wealth Management first reported a position in ESGU in Q4 2025 and held it in 1 quarter. The position peaked at $11.5K in Q4 2025. 811 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 77 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $11.5K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $11.5K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.