Pallas Capital Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Pallas Capital Advisors’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	$348K	Sell	2,463 -3,481	-59%	-$515K	0.01%	600
2025 Q4	$886K	Hold	5,944	–	–	0.03%	381
2025 Q3	$865K	Hold	5,944	–	–	0.03%	372
2025 Q2	$804K	Sell	5,944 -442	-7%	-$55.2K	0.03%	378
2025 Q1	$779K	Hold	6,386	–	–	0.03%	353
2024 Q4	$823K	Hold	6,386	–	–	0.04%	271
2024 Q3	$812K	Sell	6,386 -1,957	-23%	-$238K	0.03%	257
2024 Q2	$1.01M	Sell	8,343 -664	-7%	-$76.3K	0.05%	209
2024 Q1	$1.04M	Sell	9,007 -2,676	-23%	-$293K	0.04%	209
2023 Q4	$1.23M	Sell	11,683 -21,068	-64%	-$2.06M	0.07%	187
2023 Q3	$2.98M	Buy	32,751 +6,593	+25%	+$646K	0.18%	103
2023 Q2	$2.6M	Buy	26,158 +23,711	+969%	+$2.19M	0.12%	109
2023 Q1	$222K	Buy	2,447 +6	+0.2%	+$531	0.02%	253
2022 Q4	$214K	Hold	2,441	–	–	0.02%	252
2022 Q3	$201K	Sell	2,441 -86	-3%	-$7.62K	0.02%	243
2022 Q2	$223K	Buy	+2,527	New	+$231K	0.03%	213

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 $424B AUM 22.94% 1-Year Est. Return

Pallas Capital Advisors's ESGU Position: Q1 2026 in Review

Pallas Capital Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 59% in Q1 2026, selling an estimated $515K and leaving 2,463 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #600.

Pallas Capital Advisors first reported a position in ESGU in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.98M in Q3 2023. 808 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Pallas Capital Advisors held 2,463 shares of iShares ESG Aware MSCI USA ETF worth $348K as of Q1 2026.
Pallas Capital Advisors sold 3,481 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $515K.
iShares ESG Aware MSCI USA ETF made up 0.01% of Pallas Capital Advisors's portfolio in Q1 2026, its #600 holding.
Pallas Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 16 quarters since.
Pallas Capital Advisors's iShares ESG Aware MSCI USA ETF position peaked at $2.98M in Q3 2023.
808 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.