NorthRock Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

NorthRock Partners’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	$9.57M	Sell	67,679 -1,020	-1%	-$151K	0.15%	87
2025 Q4	$10.2M	Buy	+68,699	New	+$10.2M	0.17%	80
2025 Q2	–	Sell	-150	Closed	-$18.3K	–	747
2025 Q1	$18.3K	Sell	150 -248	-62%	-$31.9K	﹤0.01%	749
2024 Q4	$51.3K	Buy	398 +198	+99%	+$25.7K	﹤0.01%	654
2024 Q3	$25.2K	Hold	200	–	–	﹤0.01%	730
2024 Q2	$23.9K	Sell	200 -151	-43%	-$17.3K	﹤0.01%	710
2024 Q1	$40.4K	Sell	351 -3,463	-91%	-$379K	﹤0.01%	674
2023 Q4	$400K	Buy	+3,814	New	+$374K	0.02%	386

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

NorthRock Partners's ESGU Position: Q1 2026 in Review

NorthRock Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.5% in Q1 2026, selling an estimated $151K and leaving 67,679 shares worth $9.57M. The position accounts for 0.15% of the portfolio, ranked #87.

NorthRock Partners first reported a position in ESGU in Q4 2023 and has held it in 8 quarters since. The position peaked at $10.2M in Q4 2025. 808 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

NorthRock Partners held 67,679 shares of iShares ESG Aware MSCI USA ETF worth $9.57M as of Q1 2026.
NorthRock Partners sold 1,020 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $151K.
iShares ESG Aware MSCI USA ETF made up 0.15% of NorthRock Partners's portfolio in Q1 2026, its #87 holding.
NorthRock Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 8 quarters since.
NorthRock Partners's iShares ESG Aware MSCI USA ETF position peaked at $10.2M in Q4 2025.
808 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.