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

NewEdge Wealth’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	$779K	Buy	5,505 +3,402	+162%	+$503K	0.01%	690
2025 Q4	$313K	Hold	2,103	–	–	﹤0.01%	1006
2025 Q3	$312K	Buy	2,103 +485	+30%	+$67.9K	﹤0.01%	866
2025 Q2	$224K	Buy	+1,618	New	+$202K	﹤0.01%	904
2025 Q1	–	Sell	-1,618	Closed	-$208K	–	952
2024 Q4	$208K	Hold	1,618	–	–	﹤0.01%	876
2024 Q3	$204K	Buy	+1,618	New	+$196K	﹤0.01%	839

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

NewEdge Wealth's ESGU Position: Q1 2026 in Review

NewEdge Wealth increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 162% in Q1 2026, buying an estimated $503K and bringing the position to 5,505 shares worth $779K. The position accounts for 0.01% of the portfolio, ranked #690.

NewEdge Wealth first reported a position in ESGU in Q3 2024 and has held it in 6 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

NewEdge Wealth held 5,505 shares of iShares ESG Aware MSCI USA ETF worth $779K as of Q1 2026.
NewEdge Wealth bought 3,402 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $503K.
iShares ESG Aware MSCI USA ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #690 holding.
NewEdge Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and has held it in 6 quarters since.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

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