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One Advisory Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

One Advisory 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 		$2.33M Sell
16,475
-644
-4% -$95.3K 0.72% 28
2025
Q4 		$2.55M Sell
17,119
-215
-1% -$31.8K 0.77% 25
2025
Q3 		$2.51M Hold
17,334
– – 0.77% 24
2025
Q2 		$2.4M Sell
17,334
-88
-0.5% -$11K 0.8% 25
2025
Q1 		$2.12M Sell
17,422
-7,584
-30% -$977K 0.91% 23
2024
Q4 		$3.22M Sell
25,006
-146
-0.6% -$18.9K 1.43% 18
2024
Q3 		$3.17M Sell
25,152
-256
-1% -$31.1K 1.39% 18
2024
Q2 		$3.03M Sell
25,408
-10,936
-30% -$1.26M 1.4% 19
2024
Q1 		$4.18M Sell
36,344
-1,490
-4% -$163K 2.05% 14
2023
Q4 		$3.97M Sell
37,834
-1,582
-4% -$155K 2.08% 13
2023
Q3 		$3.7M Sell
39,416
-774
-2% -$75.8K 2.16% 13
2023
Q2 		$3.92M Sell
40,190
-18,703
-32% -$1.73M 2.2% 13
2023
Q1 		$5.33M Sell
58,893
-53,921
-48% -$4.77M 3.13% 12
2022
Q4 		$9.56M Sell
112,814
-9,961
-8% -$850K 6.09% 3
2022
Q3 		$9.75M Sell
122,775
-119,993
-49% -$10.6M 6.72% 4
2022
Q2 		$20.4M Sell
242,768
-54,402
-18% -$4.97M 13.49% 2
2022
Q1 		$30.1M Buy
297,170
+11,022
+4% +$1.1M 17.54% 2
2021
Q4 		$30.9M Buy
286,148
+4,286
+2% +$450K 17.58% 1
2021
Q3 		$27.8M Buy
281,862
+31,266
+12% +$3.17M 17.22% 1
2021
Q2 		$24.7M Buy
250,596
+70
+0% +$6.7K 15.16% 2
2021
Q1 		$22.8M Sell
250,526
-23,555
-9% -$2.09M 14.95% 2
2020
Q4 		$23.6M Buy
274,081
+63,166
+30% +$5.13M 16.15% 2
2020
Q3 		$16.1M Sell
210,915
-3,200
-1% -$241K 12.2% 2
2020
Q2 		$15M Buy
+214,115
New +$14.1M 12.09% 2

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

One Advisory Partners's ESGU Position: Q1 2026 in Review

One Advisory Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.8% in Q1 2026, selling an estimated $95.3K and leaving 16,475 shares worth $2.33M. The position accounts for 0.72% of the portfolio, ranked #28.

One Advisory Partners first reported a position in ESGU in Q2 2020 and has held it in 24 quarters since. The position peaked at $30.9M in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • One Advisory Partners held 16,475 shares of iShares ESG Aware MSCI USA ETF worth $2.33M as of Q1 2026.
  • One Advisory Partners sold 644 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $95.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.72% of One Advisory Partners's portfolio in Q1 2026, its #28 holding.
  • One Advisory Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 24 quarters since.
  • One Advisory Partners's iShares ESG Aware MSCI USA ETF position peaked at $30.9M in Q4 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on One Advisory Partners's 13F filing for Q1 2026, filed 13 Apr 2026.