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Smartleaf Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Smartleaf Asset 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 		$1.46M Sell
10,649
-1,630
-13% -$241K 0.05% 318
2025
Q4 		$1.84M Buy
12,279
+1,434
+13% +$212K 0.07% 251
2025
Q3 		$1.57M Buy
10,845
+743
+7% +$104K 0.1% 234
2025
Q2 		$1.36M Buy
10,102
+5,746
+132% +$717K 0.12% 197
2025
Q1 		$528K Buy
+4,356
New +$561K 0.05% 351

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

Smartleaf Asset Management's ESGU Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 13% in Q1 2026, selling an estimated $241K and leaving 10,649 shares worth $1.46M. The position accounts for 0.05% of the portfolio, ranked #318.

Smartleaf Asset Management first reported a position in ESGU in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.84M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Smartleaf Asset Management held 10,649 shares of iShares ESG Aware MSCI USA ETF worth $1.46M as of Q1 2026.
  • Smartleaf Asset Management sold 1,630 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $241K.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of Smartleaf Asset Management's portfolio in Q1 2026, its #318 holding.
  • Smartleaf Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 5 quarters since.
  • Smartleaf Asset Management's iShares ESG Aware MSCI USA ETF position peaked at $1.84M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.