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

Opes Wealth 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 		$3.3M Buy
23,326
+70
+0.3% +$10.4K 0.54% 42
2025
Q4 		$3.46M Hold
23,256
– – 0.56% 39
2025
Q3 		$3.39M Sell
23,256
-460
-2% -$64.4K 0.59% 39
2025
Q2 		$3.21M Buy
23,716
+989
+4% +$123K 0.57% 40
2025
Q1 		$2.77M Buy
22,727
+4,015
+21% +$517K 0.56% 40
2024
Q4 		$2.41M Sell
18,712
-924
-5% -$120K 0.49% 42
2024
Q3 		$2.48M Buy
19,636
+380
+2% +$46.1K 0.48% 43
2024
Q2 		$2.3M Buy
19,256
+905
+5% +$104K 0.48% 41
2024
Q1 		$2.11M Buy
18,351
+2,850
+18% +$312K 0.49% 45
2023
Q4 		$1.63M Buy
15,501
+4,492
+41% +$440K 0.39% 44
2023
Q3 		$1.03M Buy
11,009
+4,149
+60% +$406K 0.29% 55
2023
Q2 		$669K Buy
6,860
+415
+6% +$38.3K 0.19% 63
2023
Q1 		$583K Buy
6,445
+1,215
+23% +$107K 0.19% 60
2022
Q4 		$443K Hold
5,230
– – 0.16% 69
2022
Q3 		$415K Buy
5,230
+1,265
+32% +$112K 0.17% 60
2022
Q2 		$333K Buy
3,965
+830
+26% +$75.8K 0.13% 73
2022
Q1 		$318K Buy
3,135
+225
+8% +$22.5K 0.1% 82
2021
Q4 		$314K Buy
2,910
+720
+33% +$75.5K 0.1% 87
2021
Q3 		$216K Buy
+2,190
New +$222K 0.08% 93

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

Opes Wealth Management's ESGU Position: Q1 2026 in Review

Opes Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.3% in Q1 2026, buying an estimated $10.4K and bringing the position to 23,326 shares worth $3.3M. The position accounts for 0.54% of the portfolio, ranked #42.

Opes Wealth Management first reported a position in ESGU in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.46M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Opes Wealth Management held 23,326 shares of iShares ESG Aware MSCI USA ETF worth $3.3M as of Q1 2026.
  • Opes Wealth Management bought 70 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $10.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.54% of Opes Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Opes Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 19 quarters since.
  • Opes Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $3.46M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.