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

Sovran Advisors’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 		$1.2M Sell
7,653
-325
-4% -$48.1K 0.09% 218
2025
Q4 		$1.2M Sell
7,978
-214
-3% -$31.6K 0.1% 203
2025
Q3 		$1.22M Buy
8,192
+58
+0.7% +$8.12K 0.11% 191
2025
Q2 		$1.1M Sell
8,134
-4,226
-34% -$528K 0.12% 193
2025
Q1 		$1.42M Buy
12,360
+152
+1% +$19.6K 0.18% 133
2024
Q4 		$1.57M Buy
+12,208
New +$1.58M 0.22% 109

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

Sovran Advisors's ESGU Position: Q1 2026 in Review

Sovran Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.1% in Q1 2026, selling an estimated $48.1K and leaving 7,653 shares worth $1.2M. The position accounts for 0.09% of the portfolio, ranked #218.

Sovran Advisors first reported a position in ESGU in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.57M in Q4 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Sovran Advisors held 7,653 shares of iShares ESG Aware MSCI USA ETF worth $1.2M as of Q1 2026.
  • Sovran Advisors sold 325 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $48.1K.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of Sovran Advisors's portfolio in Q1 2026, its #218 holding.
  • Sovran Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
  • Sovran Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.57M in Q4 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.