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

Savant Capital’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 		$3.35M Sell
23,689
-1,232
-5% -$182K 0.02% 332
2025
Q4 		$3.71M Sell
24,921
-578
-2% -$85.5K 0.02% 295
2025
Q3 		$3.71M Buy
25,499
+951
+4% +$133K 0.02% 277
2025
Q2 		$3.32M Sell
24,548
-427
-2% -$53.3K 0.02% 269
2025
Q1 		$3.04M Sell
24,975
-741
-3% -$95.4K 0.03% 258
2024
Q4 		$3.31M Sell
25,716
-583
-2% -$75.5K 0.03% 303
2024
Q3 		$3.32M Sell
26,299
-215
-0.8% -$26.1K 0.03% 301
2024
Q2 		$3.16M Buy
26,514
+894
+3% +$103K 0.03% 274
2024
Q1 		$2.95M Sell
25,620
-1,063
-4% -$116K 0.03% 263
2023
Q4 		$2.8M Sell
26,683
-3,616
-12% -$354K 0.04% 234
2023
Q3 		$2.85M Buy
30,299
+609
+2% +$59.6K 0.04% 221
2023
Q2 		$2.89M Buy
29,690
+173
+0.6% +$16K 0.05% 219
2023
Q1 		$2.67M Buy
29,517
+5,853
+25% +$518K 0.05% 189
2022
Q4 		$1.91M Sell
23,664
-21,227
-47% -$1.81M 0.05% 166
2022
Q3 		$3.56M Buy
44,891
+656
+1% +$58.1K 0.11% 102
2022
Q2 		$3.71M Buy
44,235
+2,165
+5% +$198K 0.11% 97
2022
Q1 		$4.26M Buy
42,070
+1,240
+3% +$124K 0.14% 86
2021
Q4 		$4.41M Buy
40,830
+37,980
+1,333% +$3.99M 0.14% 83
2021
Q3 		$281K Buy
+2,850
New +$289K 0.01% 437
2021
Q2 		– Sell
-2,315
Closed -$210K – 501
2021
Q1 		$210K Buy
+2,315
New +$206K 0.01% 436
2020
Q3 		– Sell
-3,315
Closed -$232K – 407
2020
Q2 		$232K Buy
+3,315
New +$218K 0.02% 353

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

Savant Capital's ESGU Position: Q1 2026 in Review

Savant Capital reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.9% in Q1 2026, selling an estimated $182K and leaving 23,689 shares worth $3.35M. The position accounts for 0.02% of the portfolio, ranked #332.

Savant Capital first reported a position in ESGU in Q2 2020 and has held it in 21 quarters since. The position peaked at $4.41M in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Savant Capital held 23,689 shares of iShares ESG Aware MSCI USA ETF worth $3.35M as of Q1 2026.
  • Savant Capital sold 1,232 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $182K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Savant Capital's portfolio in Q1 2026, its #332 holding.
  • Savant Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 21 quarters since.
  • Savant Capital's iShares ESG Aware MSCI USA ETF position peaked at $4.41M in Q4 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.