Shared Vision Wealth Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Shared Vision Wealth Group’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	$1.38M	Sell	9,784 -128	-1%	-$18.9K	0.56%	33
2025 Q4	$1.5M	Buy	9,912 +292	+3%	+$43.2K	0.61%	29
2025 Q3	$1.4M	Sell	9,620 -116	-1%	-$16.2K	0.59%	31
2025 Q2	$1.35M	Sell	9,736 -1,631	-14%	-$204K	0.67%	27
2025 Q1	$1.39M	Sell	11,367 -925	-8%	-$119K	0.76%	24
2024 Q4	$1.58M	Sell	12,292 -1,197	-9%	-$155K	0.83%	20
2024 Q3	$1.7M	Buy	13,489 +269	+2%	+$32.7K	0.91%	20
2024 Q2	$1.58M	Sell	13,220 -1,913	-13%	-$220K	0.92%	21
2024 Q1	$1.74M	Sell	15,133 -8,530	-36%	-$935K	1.09%	19
2023 Q4	$2.48M	Buy	+23,663	New	+$2.32M	1.66%	11

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

Shared Vision Wealth Group's ESGU Position: Q1 2026 in Review

Shared Vision Wealth Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.3% in Q1 2026, selling an estimated $18.9K and leaving 9,784 shares worth $1.38M. The position accounts for 0.56% of the portfolio, ranked #33.

Shared Vision Wealth Group first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.48M in Q4 2023. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Shared Vision Wealth Group held 9,784 shares of iShares ESG Aware MSCI USA ETF worth $1.38M as of Q1 2026.
Shared Vision Wealth Group sold 128 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $18.9K.
iShares ESG Aware MSCI USA ETF made up 0.56% of Shared Vision Wealth Group's portfolio in Q1 2026, its #33 holding.
Shared Vision Wealth Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's iShares ESG Aware MSCI USA ETF position peaked at $2.48M in Q4 2023.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.