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Novare Capital Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Novare Capital 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 		$347K Buy
2,455
+550
+29% +$81.4K 0.03% 156
2025
Q4 		$284K Sell
1,905
-190
-9% -$28.1K 0.02% 169
2025
Q3 		$305K Hold
2,095
– – 0.02% 167
2025
Q2 		$283K Hold
2,095
– – 0.02% 169
2025
Q1 		$255K Hold
2,095
– – 0.02% 171
2024
Q4 		$270K Sell
2,095
-25
-1% -$3.24K 0.02% 168
2024
Q3 		$268K Hold
2,120
– – 0.02% 165
2024
Q2 		$253K Buy
+2,120
New +$243K 0.02% 164

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

Novare Capital Management's ESGU Position: Q1 2026 in Review

Novare Capital Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 29% in Q1 2026, buying an estimated $81.4K and bringing the position to 2,455 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #156.

Novare Capital Management first reported a position in ESGU in Q2 2024 and has held it in 8 quarters since. 808 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Novare Capital Management held 2,455 shares of iShares ESG Aware MSCI USA ETF worth $347K as of Q1 2026.
  • Novare Capital Management bought 550 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $81.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Novare Capital Management's portfolio in Q1 2026, its #156 holding.
  • Novare Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 8 quarters since.
  • 808 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.