NWF Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

NWF Advisory Services’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	$467K	Hold	3,300	–	–	0.05%	222
2025 Q4	$492K	Sell	3,300 -67	-2%	-$9.91K	0.05%	212
2025 Q3	$490K	Hold	3,367	–	–	0.05%	219
2025 Q2	$456K	Buy	3,367 +175	+5%	+$21.8K	0.05%	225
2025 Q1	$389K	Hold	3,192	–	–	0.05%	211
2024 Q4	$411K	Buy	3,192 +442	+16%	+$57.3K	0.06%	162
2024 Q3	$347K	Hold	2,750	–	–	0.05%	219
2024 Q2	$328K	Hold	2,750	–	–	0.05%	210
2024 Q1	$316K	Hold	2,750	–	–	0.05%	219
2023 Q4	$289K	Hold	2,750	–	–	0.06%	209
2023 Q3	$258K	Sell	2,750 -80	-3%	-$7.83K	0.06%	205
2023 Q2	$276K	Hold	2,830	–	–	0.06%	193
2023 Q1	$276K	Buy	+2,830	New	+$250K	0.06%	192

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

NWF Advisory Services's ESGU Position: Q1 2026 in Review

NWF Advisory Services held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 3,300 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #222.

NWF Advisory Services first reported a position in ESGU in Q1 2023 and has held it in 13 quarters since. The position peaked at $492K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

NWF Advisory Services held 3,300 shares of iShares ESG Aware MSCI USA ETF worth $467K as of Q1 2026.
NWF Advisory Services left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up 0.05% of NWF Advisory Services's portfolio in Q1 2026, its #222 holding.
NWF Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's iShares ESG Aware MSCI USA ETF position peaked at $492K in Q4 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.