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

Strategic Wealth Partners’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	$172K	Sell	1,215 -59	-5%	-$8.73K	0.01%	322
2025 Q4	$190K	Hold	1,274	–	–	0.01%	318
2025 Q3	$185K	Hold	1,274	–	–	0.01%	343
2025 Q2	$172K	Buy	+1,274	New	+$159K	0.01%	336
2023 Q4	–	Sell	-4,756	Closed	-$447K	–	285
2023 Q3	$447K	Hold	4,756	–	–	0.06%	213
2023 Q2	$463K	Sell	4,756 -1,658	-26%	-$153K	0.06%	212
2023 Q1	$580K	Sell	6,414 -2,191	-25%	-$194K	0.09%	161
2022 Q4	$729K	Sell	8,605 -32,983	-79%	-$2.81M	0.14%	142
2022 Q3	$3.3M	Buy	+41,588	New	+$3.68M	0.7%	35

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Wealth Partners's ESGU Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.6% in Q1 2026, selling an estimated $8.73K and leaving 1,215 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #322.

Strategic Wealth Partners first reported a position in ESGU in Q3 2022 and has held it in 9 quarters since. The position peaked at $3.3M in Q3 2022. 808 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Strategic Wealth Partners held 1,215 shares of iShares ESG Aware MSCI USA ETF worth $172K as of Q1 2026.
Strategic Wealth Partners sold 59 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $8.73K.
iShares ESG Aware MSCI USA ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #322 holding.
Strategic Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and has held it in 9 quarters since.
Strategic Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $3.3M in Q3 2022.
808 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.