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

Perigon 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 		$5.52M Sell
39,037
-368
-0.9% -$54.4K 0.1% 198
2025
Q4 		$5.87M Buy
39,405
+1,480
+4% +$219K 0.11% 175
2025
Q3 		$5.52M Buy
37,925
+1,740
+5% +$244K 0.11% 173
2025
Q2 		$4.9M Sell
36,185
-3,234
-8% -$404K 0.11% 169
2025
Q1 		$4.81M Sell
39,419
-3,836
-9% -$494K 0.12% 166
2024
Q4 		$5.64M Buy
43,255
+1,874
+5% +$243K 0.14% 145
2024
Q3 		$5.22M Sell
41,381
-5,325
-11% -$647K 0.14% 147
2024
Q2 		$5.57M Buy
46,706
+2,929
+7% +$336K 0.16% 131
2024
Q1 		$5.03M Sell
43,777
-16,374
-27% -$1.79M 0.15% 141
2023
Q4 		$6.31M Sell
60,151
-730
-1% -$71.5K 0.21% 113
2023
Q3 		$5.72M Sell
60,881
-17,463
-22% -$1.71M 0.23% 101
2023
Q2 		$7.64M Sell
78,344
-64,262
-45% -$5.93M 0.3% 78
2023
Q1 		$12.9M Sell
142,606
-26,509
-16% -$2.34M 0.73% 25
2022
Q4 		$14.3M Sell
169,115
-33,790
-17% -$2.88M 0.89% 18
2022
Q3 		$16.1M Buy
202,905
+14,205
+8% +$1.26M 1.39% 11
2022
Q2 		$15.8M Buy
188,700
+2,960
+2% +$270K 1.32% 11
2022
Q1 		$18.8M Buy
185,740
+17,830
+11% +$1.79M 1.33% 12
2021
Q4 		$18.1M Buy
167,910
+13,456
+9% +$1.41M 1.3% 12
2021
Q3 		$15.2M Buy
154,454
+26,394
+21% +$2.67M 1.32% 12
2021
Q2 		$12.6M Buy
128,060
+29,912
+30% +$2.86M 1.12% 15
2021
Q1 		$8.92M Buy
98,148
+37,812
+63% +$3.36M 0.91% 18
2020
Q4 		$5.19M Buy
60,336
+41,241
+216% +$3.35M 0.6% 34
2020
Q3 		$1.46M Buy
19,095
+10,955
+135% +$825K 0.2% 90
2020
Q2 		$570K Buy
+8,140
New +$536K 0.09% 183

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

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

Perigon Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.93% in Q1 2026, selling an estimated $54.4K and leaving 39,037 shares worth $5.52M. The position accounts for 0.1% of the portfolio, ranked #198.

Perigon Wealth Management first reported a position in ESGU in Q2 2020 and has held it in 24 quarters since. The position peaked at $18.8M in Q1 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Perigon Wealth Management held 39,037 shares of iShares ESG Aware MSCI USA ETF worth $5.52M as of Q1 2026.
  • Perigon Wealth Management sold 368 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $54.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.1% of Perigon Wealth Management's portfolio in Q1 2026, its #198 holding.
  • Perigon Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 24 quarters since.
  • Perigon Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $18.8M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.