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

Prudent Man 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 		$9.16M Sell
64,770
-6,149
-9% -$910K 2.74% 6
2025
Q4 		$10.6M Sell
70,919
-2,871
-4% -$424K 3.85% 3
2025
Q3 		$10.7M Buy
73,790
+1,269
+2% +$178K 3.96% 3
2025
Q2 		$9.81M Buy
72,521
+1,267
+2% +$158K 3.12% 4
2025
Q1 		$8.69M Sell
71,254
-20,453
-22% -$2.63M 3.15% 4
2024
Q4 		$11.8M Sell
91,707
-8,715
-9% -$1.13M 4.29% 4
2024
Q3 		$12.7M Sell
100,422
-2,421
-2% -$294K 4.23% 4
2024
Q2 		$12.3M Buy
102,843
+26,311
+34% +$3.02M 4.34% 4
2024
Q1 		$8.8M Sell
76,532
-1,726
-2% -$189K 3.3% 4
2023
Q4 		$8.21M Sell
78,258
-1,191
-1% -$117K 3.06% 4
2023
Q3 		$7.46M Sell
79,449
-1,628
-2% -$159K 2.96% 5
2023
Q2 		$7.9M Buy
81,077
+314
+0.4% +$29K 2.97% 4
2023
Q1 		$7.31M Sell
80,763
-4,240
-5% -$375K 2.86% 5
2022
Q4 		$7.21M Buy
85,003
+5,774
+7% +$493K 2.91% 5
2022
Q3 		$6.29M Sell
79,229
-226
-0.3% -$20K 2.98% 6
2022
Q2 		$6.67M Buy
79,455
+2,239
+3% +$205K 3.11% 5
2022
Q1 		$7.82M Buy
77,216
+950
+1% +$95.2K 3.17% 5
2021
Q4 		$8.23M Buy
76,266
+696
+0.9% +$73K 3.13% 5
2021
Q3 		$7.44M Buy
+75,570
New +$7.66M 2.82% 5

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

Prudent Man Advisors's ESGU Position: Q1 2026 in Review

Prudent Man Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 8.7% in Q1 2026, selling an estimated $910K and leaving 64,770 shares worth $9.16M. The position accounts for 2.74% of the portfolio, ranked #6.

Prudent Man Advisors first reported a position in ESGU in Q3 2021 and has held it in 19 quarters since. The position peaked at $12.7M in Q3 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Prudent Man Advisors held 64,770 shares of iShares ESG Aware MSCI USA ETF worth $9.16M as of Q1 2026.
  • Prudent Man Advisors sold 6,149 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $910K.
  • iShares ESG Aware MSCI USA ETF made up 2.74% of Prudent Man Advisors's portfolio in Q1 2026, its #6 holding.
  • Prudent Man Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 19 quarters since.
  • Prudent Man Advisors's iShares ESG Aware MSCI USA ETF position peaked at $12.7M in Q3 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.