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Prosperitas Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Prosperitas Financial’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 		$406K Buy
2,871
+85
+3% +$12.6K 0.15% 59
2025
Q4 		$415K Buy
2,786
+438
+19% +$64.8K 0.16% 51
2025
Q3 		$342K Buy
2,348
+153
+7% +$21.4K 0.14% 50
2025
Q2 		$297K Buy
2,195
+210
+11% +$26.2K 0.14% 46
2025
Q1 		$242K Buy
+1,985
New +$256K 0.13% 51

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 $15B 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 $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prosperitas Financial's ESGU Position: Q1 2026 in Review

Prosperitas Financial increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.1% in Q1 2026, buying an estimated $12.6K and bringing the position to 2,871 shares worth $406K. The position accounts for 0.15% of the portfolio, ranked #59.

Prosperitas Financial first reported a position in ESGU in Q1 2025 and has held it in 5 quarters since. The position peaked at $415K in Q4 2025. 811 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Prosperitas Financial held 2,871 shares of iShares ESG Aware MSCI USA ETF worth $406K as of Q1 2026.
  • Prosperitas Financial bought 85 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $12.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.15% of Prosperitas Financial's portfolio in Q1 2026, its #59 holding.
  • Prosperitas Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 5 quarters since.
  • Prosperitas Financial's iShares ESG Aware MSCI USA ETF position peaked at $415K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.