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Principal Securities’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Principal Securities’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 		$394K Sell
2,788
-257
-8% -$38K 0.01% 1081
2025
Q4 		$454K Sell
3,045
-55
-2% -$8.13K 0.01% 970
2025
Q3 		$451K Buy
3,100
+170
+6% +$23.8K 0.01% 943
2025
Q2 		$396K Sell
2,930
-3,535
-55% -$441K 0.01% 954
2025
Q1 		$833K Hold
6,465
– – 0.02% 606
2024
Q4 		$833K Buy
6,465
+41
+0.6% +$5.31K 0.02% 604
2024
Q3 		$811K Buy
6,424
+102
+2% +$12.4K 0.02% 603
2024
Q2 		$754K Sell
6,322
-699
-10% -$80.3K 0.02% 564
2024
Q1 		$807K Buy
7,021
+161
+2% +$17.6K 0.03% 511
2023
Q4 		$720K Buy
+6,860
New +$672K 0.03% 494

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

Principal Securities's ESGU Position: Q1 2026 in Review

Principal Securities reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 8.4% in Q1 2026, selling an estimated $38K and leaving 2,788 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #1081.

Principal Securities first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. The position peaked at $833K in Q1 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Principal Securities held 2,788 shares of iShares ESG Aware MSCI USA ETF worth $394K as of Q1 2026.
  • Principal Securities sold 257 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $38K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #1081 holding.
  • Principal Securities first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's iShares ESG Aware MSCI USA ETF position peaked at $833K in Q1 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.