OpenArc Corporate Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

OpenArc Corporate Advisory’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	$1.69M	Buy	11,947 +1,614	+16%	+$239K	0.02%	264
2025 Q4	$1.54M	Buy	+10,333	New	+$1.53M	0.03%	249

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

OpenArc Corporate Advisory's ESGU Position: Q1 2026 in Review

OpenArc Corporate Advisory increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 16% in Q1 2026, buying an estimated $239K and bringing the position to 11,947 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #264.

OpenArc Corporate Advisory first reported a position in ESGU in Q4 2025 and has held it in 2 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

OpenArc Corporate Advisory held 11,947 shares of iShares ESG Aware MSCI USA ETF worth $1.69M as of Q1 2026.
OpenArc Corporate Advisory bought 1,614 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $239K.
iShares ESG Aware MSCI USA ETF made up 0.02% of OpenArc Corporate Advisory's portfolio in Q1 2026, its #264 holding.
OpenArc Corporate Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 2 quarters since.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q1 2026, filed 11 May 2026.