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Schwallier Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Schwallier Wealth Management’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 		$244K Buy
1,725
+4
+0.2% +$592 0.18% 56
2025
Q4 		$259K Buy
1,721
+5
+0.3% +$739 0.17% 50
2025
Q3 		$250K Buy
1,716
+5
+0.3% +$700 0.16% 46
2025
Q2 		$232K Buy
+1,711
New +$214K 0.14% 49

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

Schwallier Wealth Management's ESGU Position: Q1 2026 in Review

Schwallier Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.23% in Q1 2026, buying an estimated $592 and bringing the position to 1,725 shares worth $244K. The position accounts for 0.18% of the portfolio, ranked #56.

Schwallier Wealth Management first reported a position in ESGU in Q2 2025 and has held it in 4 quarters since. The position peaked at $259K in Q4 2025. 807 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Schwallier Wealth Management held 1,725 shares of iShares ESG Aware MSCI USA ETF worth $244K as of Q1 2026.
  • Schwallier Wealth Management bought 4 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $592.
  • iShares ESG Aware MSCI USA ETF made up 0.18% of Schwallier Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Schwallier Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2025 and has held it in 4 quarters since.
  • Schwallier Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $259K in Q4 2025.
  • 807 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.