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

Mutual 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 		$5.58M Sell
39,488
-128
-0.3% -$18.9K 0.12% 172
2025
Q4 		$5.9M Sell
39,616
-638
-2% -$94.3K 0.13% 166
2025
Q3 		$5.92M Sell
40,254
-2,656
-6% -$372K 0.13% 160
2025
Q2 		$5.97M Sell
42,910
-802
-2% -$100K 0.15% 149
2025
Q1 		$5.25M Sell
43,712
-5,086
-10% -$655K 0.15% 139
2024
Q4 		$6.36M Sell
48,798
-3,461
-7% -$448K 0.18% 104
2024
Q3 		$6.64M Sell
52,259
-1,717
-3% -$208K 0.19% 96
2024
Q2 		$6.46M Buy
53,976
+4,540
+9% +$521K 0.19% 103
2024
Q1 		$5.68M Sell
49,436
-15,456
-24% -$1.69M 0.18% 110
2023
Q4 		$6.81M Sell
64,892
-3,856
-6% -$378K 0.24% 82
2023
Q3 		$6.46M Sell
68,748
-19,083
-22% -$1.87M 0.25% 76
2023
Q2 		$8.56M Sell
87,831
-4,293
-5% -$396K 0.32% 54
2023
Q1 		$8.33M Sell
92,124
-16
-0% -$1.42K 0.34% 52
2022
Q4 		$7.81M Sell
92,140
-24,631
-21% -$2.1M 0.35% 55
2022
Q3 		$9.27M Buy
116,771
+39,643
+51% +$3.51M 0.48% 30
2022
Q2 		$6.47M Buy
77,128
+4,137
+6% +$378K 0.43% 44
2022
Q1 		$7.4M Sell
72,991
-11,448
-14% -$1.15M 0.41% 45
2021
Q4 		$9.11M Sell
84,439
-1,022
-1% -$107K 0.48% 33
2021
Q3 		$8.41M Sell
85,461
-70,278
-45% -$7.12M 0.5% 31
2021
Q2 		$15.3M Buy
155,739
+78,791
+102% +$7.54M 0.91% 10
2021
Q1 		$6.99M Buy
76,948
+13,856
+22% +$1.23M 0.48% 41
2020
Q4 		$5.43M Buy
63,092
+19,241
+44% +$1.56M 0.4% 50
2020
Q3 		$3.34M Buy
43,851
+7,226
+20% +$544K 0.29% 75
2020
Q2 		$2.56M Buy
36,625
+30,396
+488% +$2M 0.25% 91
2020
Q1 		$358K Buy
+6,229
New +$424K 0.05% 369

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

Mutual Advisors's ESGU Position: Q1 2026 in Review

Mutual Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.32% in Q1 2026, selling an estimated $18.9K and leaving 39,488 shares worth $5.58M. The position accounts for 0.12% of the portfolio, ranked #172.

Mutual Advisors first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $15.3M in Q2 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Mutual Advisors held 39,488 shares of iShares ESG Aware MSCI USA ETF worth $5.58M as of Q1 2026.
  • Mutual Advisors sold 128 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $18.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.12% of Mutual Advisors's portfolio in Q1 2026, its #172 holding.
  • Mutual Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • Mutual Advisors's iShares ESG Aware MSCI USA ETF position peaked at $15.3M in Q2 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.