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

Prosperity Capital 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	$2.61M	Sell	18,462 -1,267	-6%	-$187K	0.15%	102
2025 Q4	$2.94M	Sell	19,729 -541	-3%	-$80K	0.18%	91
2025 Q3	$2.95M	Buy	20,270 +41	+0.2%	+$5.74K	0.17%	96
2025 Q2	$2.74M	Sell	20,229 -1,496	-7%	-$187K	0.18%	104
2025 Q1	$2.66M	Sell	21,725 -1,345	-6%	-$173K	0.21%	78
2024 Q4	$2.97M	Sell	23,070 -252	-1%	-$32.6K	0.24%	71
2024 Q3	$2.94M	Sell	23,322 -137	-0.6%	-$16.6K	0.25%	82
2024 Q2	$2.8M	Sell	23,459 -3,302	-12%	-$379K	0.31%	66
2024 Q1	$3.08M	Sell	26,761 -404,274	-94%	-$44.3M	0.36%	48
2023 Q4	$45.2M	Buy	431,035 +42,234	+11%	+$4.14M	4.91%	4
2023 Q3	$36.5M	Sell	388,801 -50,224	-11%	-$4.92M	4.83%	4
2023 Q2	$42.8M	Buy	439,025 +37,141	+9%	+$3.43M	5.98%	4
2023 Q1	$36.4M	Buy	401,884 +199,017	+98%	+$17.6M	5.62%	4
2022 Q4	$17.2M	Buy	+202,867	New	+$17.3M	5.29%	4

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prosperity Capital Advisors's ESGU Position: Q1 2026 in Review

Prosperity Capital Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.4% in Q1 2026, selling an estimated $187K and leaving 18,462 shares worth $2.61M. The position accounts for 0.15% of the portfolio, ranked #102.

Prosperity Capital Advisors first reported a position in ESGU in Q4 2022 and has held it in 14 quarters since. The position peaked at $45.2M in Q4 2023. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Prosperity Capital Advisors held 18,462 shares of iShares ESG Aware MSCI USA ETF worth $2.61M as of Q1 2026.
Prosperity Capital Advisors sold 1,267 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $187K.
iShares ESG Aware MSCI USA ETF made up 0.15% of Prosperity Capital Advisors's portfolio in Q1 2026, its #102 holding.
Prosperity Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 14 quarters since.
Prosperity Capital Advisors's iShares ESG Aware MSCI USA ETF position peaked at $45.2M in Q4 2023.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Prosperity Capital Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.