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Presilium Private Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Presilium Private Wealth’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 		$989K Buy
6,996
+183
+3% +$27.1K 0.17% 33
2025
Q4 		$1.02M Sell
6,813
-67
-1% -$9.91K 0.19% 32
2025
Q3 		$1M Sell
6,880
-128
-2% -$17.9K 0.19% 31
2025
Q2 		$948K Sell
7,008
-56
-0.8% -$6.99K 0.19% 32
2025
Q1 		$861K Buy
7,064
+508
+8% +$65.4K 0.19% 35
2024
Q4 		$845K Buy
6,556
+401
+7% +$52K 0.19% 41
2024
Q3 		$777K Buy
6,155
+69
+1% +$8.38K 0.18% 44
2024
Q2 		$726K Sell
6,086
-105
-2% -$12.1K 0.18% 43
2024
Q1 		$712K Sell
6,191
-476
-7% -$52.2K 0.19% 43
2023
Q4 		$700K Sell
6,667
-104
-2% -$10.2K 0.2% 43
2023
Q3 		$636K Buy
6,771
+3,742
+124% +$366K 0.2% 28
2023
Q2 		$295K Sell
3,029
-47
-2% -$4.34K 0.1% 47
2023
Q1 		$278K Buy
3,076
+62
+2% +$5.48K 0.11% 43
2022
Q4 		$255K Buy
+3,014
New +$257K 0.11% 45

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

Presilium Private Wealth's ESGU Position: Q1 2026 in Review

Presilium Private Wealth increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.7% in Q1 2026, buying an estimated $27.1K and bringing the position to 6,996 shares worth $989K. The position accounts for 0.17% of the portfolio, ranked #33.

Presilium Private Wealth first reported a position in ESGU in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.02M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Presilium Private Wealth held 6,996 shares of iShares ESG Aware MSCI USA ETF worth $989K as of Q1 2026.
  • Presilium Private Wealth bought 183 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $27.1K.
  • iShares ESG Aware MSCI USA ETF made up 0.17% of Presilium Private Wealth's portfolio in Q1 2026, its #33 holding.
  • Presilium Private Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 14 quarters since.
  • Presilium Private Wealth's iShares ESG Aware MSCI USA ETF position peaked at $1.02M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Presilium Private Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.