SVWAG
ESGU icon

Sound View Wealth Advisors Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sound View Wealth Advisors 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 		$321K Hold
2,270
– – 0.02% 334
2025
Q4 		$338K Hold
2,270
– – 0.02% 337
2025
Q3 		$331K Sell
2,270
-396
-15% -$55.5K 0.02% 340
2025
Q2 		$361K Sell
2,666
-670
-20% -$83.6K 0.03% 320
2025
Q1 		$407K Hold
3,336
– – 0.03% 285
2024
Q4 		$430K Buy
3,336
+600
+22% +$77.7K 0.03% 280
2024
Q3 		$345K Sell
2,736
-3,708
-58% -$450K 0.03% 312
2024
Q2 		$769K Sell
6,444
-793
-11% -$91.1K 0.08% 186
2024
Q1 		$832K Sell
7,237
-28
-0.4% -$3.07K 0.09% 182
2023
Q4 		$762K Buy
7,265
+45
+0.6% +$4.41K 0.08% 192
2023
Q3 		$678K Hold
7,220
– – 0.08% 186
2023
Q2 		$704K Sell
7,220
-4
-0.1% -$369 0.09% 184
2023
Q1 		$653K Sell
7,224
-41
-0.6% -$3.63K 0.09% 187
2022
Q4 		$762K Sell
7,265
-117
-2% -$9.98K 0.08% 192
2022
Q3 		$586K Hold
7,382
– – 0.13% 145
2022
Q2 		$619K Hold
7,382
– – 0.13% 147
2022
Q1 		$748K Buy
7,382
+1,759
+31% +$176K 0.14% 142
2021
Q4 		$607K Buy
5,623
+1,342
+31% +$141K 0.11% 161
2021
Q3 		$422K Buy
4,281
+706
+20% +$71.5K 0.09% 187
2021
Q2 		$352K Buy
+3,575
New +$342K 0.07% 213

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

Sound View Wealth Advisors Group's ESGU Position: Q1 2026 in Review

Sound View Wealth Advisors Group held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 2,270 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #334.

Sound View Wealth Advisors Group first reported a position in ESGU in Q2 2021 and has held it in 20 quarters since. The position peaked at $832K in Q1 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Sound View Wealth Advisors Group held 2,270 shares of iShares ESG Aware MSCI USA ETF worth $321K as of Q1 2026.
  • Sound View Wealth Advisors Group left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #334 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and has held it in 20 quarters since.
  • Sound View Wealth Advisors Group's iShares ESG Aware MSCI USA ETF position peaked at $832K in Q1 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.