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

One Wealth 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	$1.09M	Buy	7,013 +161	+2%	+$23.8K	0.47%	38
2025 Q4	$1.02M	Sell	6,852 -1,620	-19%	-$240K	0.43%	40
2025 Q3	$1.23M	Buy	8,472 +2,442	+40%	+$342K	0.55%	37
2025 Q2	$816K	Buy	6,030 +201	+3%	+$25.1K	0.38%	44
2025 Q1	$711K	Sell	5,829 -9,796	-63%	-$1.26M	0.38%	46
2024 Q4	$2.01M	Buy	+15,625	New	+$2.02M	1.02%	19

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

One Wealth Capital Management's ESGU Position: Q1 2026 in Review

One Wealth Capital Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.3% in Q1 2026, buying an estimated $23.8K and bringing the position to 7,013 shares worth $1.09M. The position accounts for 0.47% of the portfolio, ranked #38.

One Wealth Capital Management first reported a position in ESGU in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.01M in Q4 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

One Wealth Capital Management held 7,013 shares of iShares ESG Aware MSCI USA ETF worth $1.09M as of Q1 2026.
One Wealth Capital Management bought 161 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $23.8K.
iShares ESG Aware MSCI USA ETF made up 0.47% of One Wealth Capital Management's portfolio in Q1 2026, its #38 holding.
One Wealth Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
One Wealth Capital Management's iShares ESG Aware MSCI USA ETF position peaked at $2.01M in Q4 2024.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on One Wealth Capital Management's 13F filing for Q1 2026, filed 4 May 2026.