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

Savvy Advisors Inc’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 		$1.17M Buy
15,000
+11,147
+289% +$1.65M 0.03% 396
2025
Q4 		$574K Sell
3,853
-819
-18% -$121K 0.02% 524
2025
Q3 		$680K Buy
4,672
+1,069
+30% +$150K 0.03% 351
2025
Q2 		$487K Sell
3,603
-1,468
-29% -$183K 0.03% 359
2025
Q1 		$618K Buy
5,071
+1,695
+50% +$218K 0.06% 248
2024
Q4 		$435K Sell
3,376
-3,422
-50% -$443K 0.05% 263
2024
Q3 		$858K Buy
6,798
+136
+2% +$16.5K 0.17% 120
2024
Q2 		$795K Buy
6,662
+884
+15% +$102K 0.26% 92
2024
Q1 		$664K Buy
5,778
+978
+20% +$107K 0.38% 68
2023
Q4 		$504K Buy
+4,800
New +$470K 0.49% 58

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

Savvy Advisors Inc's ESGU Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 289% in Q1 2026, buying an estimated $1.65M and bringing the position to 15,000 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #396.

Savvy Advisors Inc first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Savvy Advisors Inc held 15,000 shares of iShares ESG Aware MSCI USA ETF worth $1.17M as of Q1 2026.
  • Savvy Advisors Inc bought 11,147 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $1.65M.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #396 holding.
  • Savvy Advisors Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.