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ESGU icon

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

Note 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 		$279K Hold
1,974
– – 0.14% 68
2025
Q4 		$295K Hold
1,974
– – 0.15% 67
2025
Q3 		$287K Hold
1,974
– – 0.17% 68
2025
Q2 		$267K Sell
1,974
-25
-1% -$3.12K 0.18% 64
2025
Q1 		$244K Hold
1,999
– – 0.2% 66
2024
Q4 		$258K Buy
+1,999
New +$259K 0.23% 65

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

Note Advisors's ESGU Position: Q1 2026 in Review

Note Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 1,974 shares worth $279K. The position accounts for 0.14% of the portfolio, ranked #68.

Note Advisors first reported a position in ESGU in Q4 2024 and has held it in 6 quarters since. The position peaked at $295K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Note Advisors held 1,974 shares of iShares ESG Aware MSCI USA ETF worth $279K as of Q1 2026.
  • Note Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.14% of Note Advisors's portfolio in Q1 2026, its #68 holding.
  • Note Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
  • Note Advisors's iShares ESG Aware MSCI USA ETF position peaked at $295K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Note Advisors's 13F filing for Q1 2026, filed 15 May 2026.