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Oak Harbor Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Oak Harbor Wealth 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 		– Sell
-66
Closed -$9.76K – 283
2025
Q4 		$9.76K Buy
+66
New +$9.76K ﹤0.01% 252

Other funds holding ESGU

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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

Oak Harbor Wealth Partners's ESGU Position: Q1 2026 in Review

Oak Harbor Wealth Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 66 shares — an estimated $9.76K sold.

Oak Harbor Wealth Partners first reported a position in ESGU in Q4 2025 and held it in 1 quarter. The position peaked at $9.76K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Oak Harbor Wealth Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 66 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $9.76K.
  • Oak Harbor Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and held it in 1 quarter.
  • Oak Harbor Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $9.76K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.