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

Procyon 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	–	Sell	-2,148	Closed	-$320K	–	596
2025 Q4	$320K	Buy	+2,148	New	+$318K	0.02%	423

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Procyon Advisors's ESGU Position: Q1 2026 in Review

Procyon Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 2,148 shares — an estimated $320K sold.

Procyon Advisors first reported a position in ESGU in Q4 2025 and held it in 1 quarter. The position peaked at $320K in Q4 2025. 814 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Procyon Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
Procyon Advisors sold 2,148 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $320K.
Procyon Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and held it in 1 quarter.
Procyon Advisors's iShares ESG Aware MSCI USA ETF position peaked at $320K in Q4 2025.
814 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Procyon Advisors's 13F filing for Q1 2026, filed 4 May 2026.