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Oppenheimer & Co’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Oppenheimer & Co’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 		$579K Sell
4,093
-77
-2% -$11.4K 0.01% 1130
2025
Q4 		$621K Buy
4,170
+1,089
+35% +$161K 0.01% 991
2025
Q3 		$449K Buy
3,081
+3
+0.1% +$420 0.01% 1223
2025
Q2 		$416K Sell
3,078
-109
-3% -$13.6K 0.01% 1212
2025
Q1 		$389K Buy
3,187
+709
+29% +$91.3K 0.01% 1164
2024
Q4 		$319K Buy
2,478
+18
+0.7% +$2.33K ﹤0.01% 1236
2024
Q3 		$310K Sell
2,460
-266
-10% -$32.3K ﹤0.01% 1210
2024
Q2 		$325K Buy
2,726
+503
+23% +$57.8K 0.01% 1162
2024
Q1 		$256K Buy
+2,223
New +$244K ﹤0.01% 1241
2023
Q2 		– Sell
-2,333
Closed -$211K – 1428
2023
Q1 		$211K Sell
2,333
-612
-21% -$54.1K ﹤0.01% 1247
2022
Q4 		$250K Hold
2,945
– – 0.01% 1152
2022
Q3 		$234K Sell
2,945
-350
-11% -$31K 0.01% 1155
2022
Q2 		$277K Buy
3,295
+400
+14% +$36.5K 0.01% 1132
2022
Q1 		$293K Buy
2,895
+1,030
+55% +$103K 0.01% 1206
2021
Q4 		$201K Buy
+1,865
New +$196K ﹤0.01% 1397

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

Oppenheimer & Co's ESGU Position: Q1 2026 in Review

Oppenheimer & Co reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.8% in Q1 2026, selling an estimated $11.4K and leaving 4,093 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #1130.

Oppenheimer & Co first reported a position in ESGU in Q4 2021 and has held it in 15 quarters since. The position peaked at $621K in Q4 2025. 808 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Oppenheimer & Co held 4,093 shares of iShares ESG Aware MSCI USA ETF worth $579K as of Q1 2026.
  • Oppenheimer & Co sold 77 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $11.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1130 holding.
  • Oppenheimer & Co first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 15 quarters since.
  • Oppenheimer & Co's iShares ESG Aware MSCI USA ETF position peaked at $621K in Q4 2025.
  • 808 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.