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ESGU icon

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

NewEdge 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 		$14.8M Sell
104,455
-12,521
-11% -$1.85M 0.05% 341
2025
Q4 		$17.4M Sell
116,976
-6,296
-5% -$931K 0.06% 280
2025
Q3 		$17.9M Buy
123,272
+906
+0.7% +$127K 0.08% 242
2025
Q2 		$16.6M Buy
122,366
+2,638
+2% +$329K 0.09% 241
2025
Q1 		$14.6M Sell
119,728
-33,046
-22% -$4.26M 0.09% 237
2024
Q4 		$19.7M Buy
152,774
+38,476
+34% +$4.98M 0.12% 173
2024
Q3 		$14.4M Sell
114,298
-895
-0.8% -$109K 0.09% 222
2024
Q2 		$13.7M Sell
115,193
-8,315
-7% -$955K 0.1% 203
2024
Q1 		$14.2M Sell
123,508
-225,718
-65% -$24.7M 0.12% 172
2023
Q4 		$36.8M Buy
349,226
+17,606
+5% +$1.72M 0.35% 69
2023
Q3 		$31.1M Sell
331,620
-106,985
-24% -$10.5M 0.34% 75
2023
Q2 		$42.7M Sell
438,605
-32,798
-7% -$3.03M 0.48% 45
2023
Q1 		$42.6M Sell
471,403
-450,548
-49% -$39.8M 0.53% 38
2022
Q4 		$15.5M Sell
921,951
-64,480
-7% -$5.5M 0.42% 50
2022
Q3 		$78.3M Buy
986,431
+24,834
+3% +$2.2M 1.29% 6
2022
Q2 		$80.7M Buy
961,597
+22,250
+2% +$2.03M 1.34% 7
2022
Q1 		$95.2M Buy
939,347
+95,090
+11% +$9.52M 1.53% 6
2021
Q4 		$91.1M Buy
844,257
+133,938
+19% +$14.1M 1.37% 7
2021
Q3 		$69.9M Buy
710,319
+131,955
+23% +$13.4M 1.73% 5
2021
Q2 		$57M Buy
578,364
+11,082
+2% +$1.06M 1.52% 6
2021
Q1 		$51.5M Buy
567,282
+47,056
+9% +$4.18M 1.54% 6
2020
Q4 		$44.8M Buy
520,226
+154,447
+42% +$12.5M 1.47% 6
2020
Q3 		$27.9M Buy
365,779
+77,675
+27% +$5.85M 0.97% 15
2020
Q2 		$20.2M Buy
288,104
+153,153
+113% +$10.1M 0.79% 30
2020
Q1 		$7.76M Buy
+134,951
New +$9.18M 0.37% 74

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

NewEdge Advisors's ESGU Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 11% in Q1 2026, selling an estimated $1.85M and leaving 104,455 shares worth $14.8M. The position accounts for 0.05% of the portfolio, ranked #341.

NewEdge Advisors first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $95.2M in Q1 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • NewEdge Advisors held 104,455 shares of iShares ESG Aware MSCI USA ETF worth $14.8M as of Q1 2026.
  • NewEdge Advisors sold 12,521 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $1.85M.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of NewEdge Advisors's portfolio in Q1 2026, its #341 holding.
  • NewEdge Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • NewEdge Advisors's iShares ESG Aware MSCI USA ETF position peaked at $95.2M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.