NBT Bank’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

NBT Bank’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	$1.11M	Buy	7,840 +7,091	+947%	+$1.05M	0.07%	198
2025 Q4	$1.17M	Buy	749 +3	+0.4%	+$444	0.08%	192
2025 Q3	$1.2M	Sell	746 -7,662	-91%	-$1.07M	0.08%	191
2025 Q2	$1.14M	Sell	8,408 -735	-8%	-$91.8K	0.08%	195
2025 Q1	$1.11M	Sell	9,143 -428	-4%	-$55.1K	0.08%	199
2024 Q4	$1.23M	Sell	9,571 -596	-6%	-$77.2K	0.09%	194
2024 Q3	$1.28M	Sell	10,167 -532	-5%	-$64.6K	0.09%	195
2024 Q2	$1.28M	Sell	10,699 -1,351	-11%	-$155K	0.09%	186
2024 Q1	$1.39M	Sell	12,050 -3,143	-21%	-$344K	0.1%	173
2023 Q4	$1.59M	Buy	+15,193	New	+$1.49M	0.12%	166

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

NBT Bank's ESGU Position: Q1 2026 in Review

NBT Bank increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 947% in Q1 2026, buying an estimated $1.05M and bringing the position to 7,840 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #198.

NBT Bank first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.59M in Q4 2023. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

NBT Bank held 7,840 shares of iShares ESG Aware MSCI USA ETF worth $1.11M as of Q1 2026.
NBT Bank bought 7,091 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $1.05M.
iShares ESG Aware MSCI USA ETF made up 0.07% of NBT Bank's portfolio in Q1 2026, its #198 holding.
NBT Bank first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
NBT Bank's iShares ESG Aware MSCI USA ETF position peaked at $1.59M in Q4 2023.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.