Northwestern Mutual Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Northwestern Mutual Wealth Management’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	$152M	Buy	1,073,357 +46,006	+4%	+$6.81M	0.09%	111
2025 Q4	$153M	Buy	1,027,351 +42,417	+4%	+$6.27M	0.1%	107
2025 Q3	$143M	Buy	984,934 +34,013	+4%	+$4.76M	0.1%	105
2025 Q2	$129M	Buy	950,921 +43,446	+5%	+$5.42M	0.09%	105
2025 Q1	$111M	Buy	907,475 +80,046	+10%	+$10.3M	0.09%	104
2024 Q4	$107M	Buy	827,429 +33,767	+4%	+$4.37M	0.09%	105
2024 Q3	$100M	Buy	793,662 +22,738	+3%	+$2.76M	0.09%	106
2024 Q2	$92M	Sell	770,924 -724	-0.1%	-$83.2K	0.09%	106
2024 Q1	$88.7M	Buy	771,648 +36,890	+5%	+$4.04M	0.09%	106
2023 Q4	$77.1M	Buy	734,758 +42,723	+6%	+$4.18M	0.09%	108
2023 Q3	$65M	Buy	692,035 +41,377	+6%	+$4.05M	0.08%	109
2023 Q2	$63.4M	Sell	650,658 -59,361	-8%	-$5.48M	0.08%	122
2023 Q1	$64.2M	Sell	710,019 -83,636	-11%	-$7.4M	0.09%	110
2022 Q4	$67.3M	Buy	793,655 +39,385	+5%	+$3.36M	0.1%	101
2022 Q3	$59.9M	Sell	754,270 -254,786	-25%	-$22.6M	0.1%	96
2022 Q2	$84.7M	Buy	1,009,056 +66,832	+7%	+$6.11M	0.15%	71
2022 Q1	$95.5M	Buy	942,224 +26,167	+3%	+$2.62M	0.15%	67
2021 Q4	$98.8M	Buy	916,057 +112,046	+14%	+$11.8M	0.16%	65
2021 Q3	$79.2M	Buy	804,011 +45,670	+6%	+$4.63M	0.14%	71
2021 Q2	$74.7M	Buy	758,341 +299,574	+65%	+$28.7M	0.14%	69
2021 Q1	$41.7M	Buy	458,767 +77,832	+20%	+$6.92M	0.09%	105
2020 Q4	$32.8M	Buy	380,935 +18,135	+5%	+$1.47M	0.08%	115
2020 Q3	$27.6M	Buy	362,800 +14,944	+4%	+$1.13M	0.07%	117
2020 Q2	$24.3M	Buy	347,856 +4,613	+1%	+$304K	0.08%	113
2020 Q1	$19.7M	Buy	343,243 +336,112	+4,713%	+$22.9M	0.08%	116
2019 Q4	$508K	Buy	7,131 +4,648	+187%	+$316K	﹤0.01%	679
2019 Q3	$162K	Buy	2,483 +2,283	+1,142%	+$148K	﹤0.01%	972
2019 Q2	$13K	Buy	+200	New	+$12.7K	﹤0.01%	1864

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

Northwestern Mutual Wealth Management's ESGU Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.5% in Q1 2026, buying an estimated $6.81M and bringing the position to 1,073,357 shares worth $152M. The position accounts for 0.09% of the portfolio, ranked #111.

Northwestern Mutual Wealth Management first reported a position in ESGU in Q2 2019 and has held it in 28 quarters since. The position peaked at $153M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Northwestern Mutual Wealth Management held 1,073,357 shares of iShares ESG Aware MSCI USA ETF worth $152M as of Q1 2026.
Northwestern Mutual Wealth Management bought 46,006 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $6.81M.
iShares ESG Aware MSCI USA ETF made up 0.09% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #111 holding.
Northwestern Mutual Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2019 and has held it in 28 quarters since.
Northwestern Mutual Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $153M in Q4 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.