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Stephens Inc’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Stephens Inc’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 		$1.19M Sell
8,400
-314
-4% -$46.5K 0.01% 596
2025
Q4 		$1.3M Hold
8,714
– – 0.02% 575
2025
Q3 		$1.27M Hold
8,714
– – 0.02% 584
2025
Q2 		$1.18M Hold
8,714
– – 0.02% 585
2025
Q1 		$1.06M Sell
8,714
-428
-5% -$55.1K 0.02% 602
2024
Q4 		$1.18M Sell
9,142
-21
-0.2% -$2.72K 0.02% 566
2024
Q3 		$1.16M Hold
9,163
– – 0.02% 565
2024
Q2 		$1.09M Sell
9,163
-10
-0.1% -$1.15K 0.02% 568
2024
Q1 		$1.05M Buy
9,173
+10
+0.1% +$1.1K 0.02% 562
2023
Q4 		$961K Hold
9,163
– – 0.02% 542
2023
Q3 		$860K Sell
9,163
-21
-0.2% -$2.06K 0.02% 555
2023
Q2 		$895K Hold
9,184
– – 0.02% 582
2023
Q1 		$831K Sell
9,184
-163
-2% -$14.4K 0.02% 578
2022
Q4 		$792K Hold
9,347
– – 0.02% 557
2022
Q3 		$742K Hold
9,347
– – 0.02% 585
2022
Q2 		$784K Sell
9,347
-102
-1% -$9.32K 0.02% 583
2022
Q1 		$958K Hold
9,449
– – 0.02% 608
2021
Q4 		$1.02M Hold
9,449
– – 0.02% 630
2021
Q3 		$930K Hold
9,449
– – 0.01% 670
2021
Q2 		$930K Buy
9,449
+50
+0.5% +$4.78K 0.01% 689
2021
Q1 		$854K Buy
9,399
+60
+0.6% +$5.33K 0.01% 666
2020
Q4 		$803K Buy
+9,339
New +$758K 0.01% 647

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

Stephens Inc's ESGU Position: Q1 2026 in Review

Stephens Inc reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.6% in Q1 2026, selling an estimated $46.5K and leaving 8,400 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #596.

Stephens Inc first reported a position in ESGU in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.3M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Stephens Inc held 8,400 shares of iShares ESG Aware MSCI USA ETF worth $1.19M as of Q1 2026.
  • Stephens Inc sold 314 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $46.5K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #596 holding.
  • Stephens Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 22 quarters since.
  • Stephens Inc's iShares ESG Aware MSCI USA ETF position peaked at $1.3M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.