Strategic Blueprint
ESGU icon

Strategic Blueprint’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Strategic Blueprint’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
Q3 		$10.3M Sell
61,818
-405
-0.7% -$67.4K 0.51% 43
2026
Q2 		$10.2M Sell
62,223
-2,333
-4% -$369K 0.51% 46
2026
Q1 		$9.13M Sell
64,556
-699
-1% -$103K 0.53% 47
2025
Q4 		$9.7M Sell
65,255
-473
-0.7% -$69.9K 0.57% 41
2025
Q3 		$9.6M Sell
65,728
-1,614
-2% -$226K 0.42% 59
2025
Q2 		$9.11M Sell
67,342
-1,707
-2% -$213K 0.45% 52
2025
Q1 		$8.42M Sell
69,049
-160
-0.2% -$20.6K 0.46% 55
2024
Q4 		$8.92M Sell
69,209
-2,628
-4% -$340K 0.53% 42
2024
Q3 		$9.06M Sell
71,837
-3,751
-5% -$455K 0.56% 39
2024
Q2 		$9.02M Sell
75,588
-16,017
-17% -$1.84M 0.61% 38
2024
Q1 		$10.5M Sell
91,605
-26,808
-23% -$2.94M 0.75% 28
2023
Q4 		$12.4M Sell
118,413
-25,242
-18% -$2.47M 1.03% 18
2023
Q3 		$13.5M Sell
143,655
-35,291
-20% -$3.46M 1.24% 17
2023
Q2 		$17.4M Sell
178,946
-170,731
-49% -$15.8M 1.66% 9
2023
Q1 		$31.6M Sell
349,677
-59,426
-15% -$5.25M 3.26% 1
2022
Q4 		$34.7M Sell
409,103
-21,299
-5% -$1.82M 4.01% 1
2022
Q3 		$34.2M Sell
430,402
-8,526
-2% -$755K 4.09% 3
2022
Q2 		$36.8M Buy
438,928
+11,059
+3% +$1.01M 4.54% 2
2022
Q1 		$43.4M Buy
427,869
+19,921
+5% +$2M 5.04% 2
2021
Q4 		$44M Buy
407,948
+31,515
+8% +$3.31M 5.55% 1
2021
Q3 		$37.1M Buy
376,433
+26,909
+8% +$2.73M 5.76% 1
2021
Q2 		$34.4M Buy
349,524
+26,050
+8% +$2.49M 5.39% 1
2021
Q1 		$29.4M Buy
323,474
+29,557
+10% +$2.63M 6.25% 1
2020
Q4 		$25.3M Buy
293,917
+41,118
+16% +$3.34M 6.35% 1
2020
Q3 		$19.3M Buy
252,799
+40,871
+19% +$3.08M 5.96% 1
2020
Q2 		$14.8M Buy
211,928
+154,981
+272% +$10.2M 5.23% 2
2020
Q1 		$3.27M Buy
+56,947
New +$3.88M 1.91% 16

Other funds holding ESGU

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Strategic Blueprint's ESGU Position: Q3 2026 in Review

Strategic Blueprint reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.65% in Q3 2026, selling an estimated $67.4K and leaving 61,818 shares worth $10.3M. The position accounts for 0.51% of the portfolio, ranked #43.

Strategic Blueprint first reported a position in ESGU in Q1 2020 and has held it in 27 quarters since. The position peaked at $44M in Q4 2021. 796 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Strategic Blueprint held 61,818 shares of iShares ESG Aware MSCI USA ETF worth $10.3M as of Q3 2026.
  • Strategic Blueprint sold 405 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $67.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.51% of Strategic Blueprint's portfolio in Q3 2026, its #43 holding.
  • Strategic Blueprint first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 27 quarters since.
  • Strategic Blueprint's iShares ESG Aware MSCI USA ETF position peaked at $44M in Q4 2021.
  • 796 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.