Stifel Financial
ESGU icon

Stifel Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Stifel Financial’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 		$3.41M Sell
24,122
-991
-4% -$147K ﹤0.01% 1584
2025
Q4 		$3.74M Sell
25,113
-3,188
-11% -$471K ﹤0.01% 1503
2025
Q3 		$4.12M Sell
28,301
-6,812
-19% -$954K ﹤0.01% 1404
2025
Q2 		$4.75M Buy
35,113
+2,770
+9% +$346K ﹤0.01% 1280
2025
Q1 		$3.94M Sell
32,343
-32,770
-50% -$4.22M ﹤0.01% 1323
2024
Q4 		$8.39M Buy
65,113
+2,372
+4% +$307K 0.01% 938
2024
Q3 		$7.92M Buy
62,741
+4,185
+7% +$508K 0.01% 953
2024
Q2 		$6.99M Sell
58,556
-30,897
-35% -$3.55M 0.01% 957
2024
Q1 		$10.3M Sell
89,453
-135,983
-60% -$14.9M 0.01% 808
2023
Q4 		$23.7M Buy
225,436
+19,373
+9% +$1.9M 0.03% 453
2023
Q3 		$19.4M Sell
206,063
-66,428
-24% -$6.51M 0.03% 475
2023
Q2 		$26.6M Sell
272,491
-21,687
-7% -$2M 0.04% 392
2023
Q1 		$26.6M Sell
294,178
-375,926
-56% -$33.2M 0.04% 385
2022
Q4 		$56.8M Sell
670,104
-74,533
-10% -$6.36M 0.09% 229
2022
Q3 		$59.1M Sell
744,637
-45,006
-6% -$3.99M 0.1% 211
2022
Q2 		$66.3M Buy
789,643
+25,355
+3% +$2.32M 0.1% 209
2022
Q1 		$77.5M Buy
764,288
+44,891
+6% +$4.5M 0.11% 204
2021
Q4 		$77.6M Buy
719,397
+104,648
+17% +$11M 0.1% 196
2021
Q3 		$60.5M Buy
614,749
+126,508
+26% +$12.8M 0.09% 217
2021
Q2 		$48.1M Buy
488,241
+48,144
+11% +$4.61M 0.07% 252
2021
Q1 		$40M Buy
440,097
+22,935
+5% +$2.04M 0.07% 266
2020
Q4 		$35.9M Buy
417,162
+80,655
+24% +$6.55M 0.06% 272
2020
Q3 		$25.6M Buy
336,507
+146,955
+78% +$11.1M 0.05% 300
2020
Q2 		$13.3M Buy
189,552
+150,563
+386% +$9.91M 0.03% 421
2020
Q1 		$2.24M Buy
+38,989
New +$2.65M 0.01% 992

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

Stifel Financial's ESGU Position: Q1 2026 in Review

Stifel Financial reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.9% in Q1 2026, selling an estimated $147K and leaving 24,122 shares worth $3.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Stifel Financial first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $77.6M in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Stifel Financial held 24,122 shares of iShares ESG Aware MSCI USA ETF worth $3.41M as of Q1 2026.
  • Stifel Financial sold 991 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $147K.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1584 holding.
  • Stifel Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • Stifel Financial's iShares ESG Aware MSCI USA ETF position peaked at $77.6M in Q4 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.