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

Stratos 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 		$4.47M Sell
31,594
-117
-0.4% -$17.3K 0.05% 356
2025
Q4 		$4.72M Sell
31,711
-771
-2% -$114K 0.05% 335
2025
Q3 		$4.73M Sell
32,482
-145
-0.4% -$20.3K 0.06% 329
2025
Q2 		$4.41M Sell
32,627
-3,911
-11% -$488K 0.06% 313
2025
Q1 		$4.45M Sell
36,538
-991
-3% -$128K 0.07% 281
2024
Q4 		$4.83M Sell
37,529
-1,074
-3% -$139K 0.07% 282
2024
Q3 		$4.87M Buy
38,603
+46
+0.1% +$5.59K 0.07% 275
2024
Q2 		$4.6M Sell
38,557
-461
-1% -$52.9K 0.07% 259
2024
Q1 		$4.49M Buy
39,018
+1,076
+3% +$118K 0.07% 259
2023
Q4 		$3.98M Sell
37,942
-3,354
-8% -$328K 0.07% 266
2023
Q3 		$3.88M Sell
41,296
-782
-2% -$76.6K 0.08% 247
2023
Q2 		$4.1M Sell
42,078
-11,203
-21% -$1.03M 0.09% 225
2023
Q1 		$4.82M Sell
53,281
-219,122
-80% -$19.4M 0.13% 166
2022
Q4 		$23.1M Buy
272,403
+5,839
+2% +$498K 0.58% 32
2022
Q3 		$21.2M Buy
266,564
+18,985
+8% +$1.68M 0.59% 30
2022
Q2 		$20.8M Buy
247,579
+86,125
+53% +$7.87M 0.52% 37
2022
Q1 		$16.4M Buy
161,454
+143,255
+787% +$14.3M 0.37% 57
2021
Q4 		$1.96M Buy
18,199
+5,484
+43% +$575K 0.04% 358
2021
Q3 		$1.25M Buy
12,715
+859
+7% +$87K 0.03% 451
2021
Q2 		$1.17M Buy
11,856
+1,246
+12% +$119K 0.03% 497
2021
Q1 		$964K Sell
10,610
-718
-6% -$63.8K 0.03% 510
2020
Q4 		$975K Buy
11,328
+523
+5% +$42.5K 0.03% 451
2020
Q3 		$823K Buy
10,805
+977
+10% +$73.6K 0.03% 458
2020
Q2 		$688K Sell
9,828
-48
-0.5% -$3.16K 0.02% 486
2020
Q1 		$568K Buy
9,876
+5,740
+139% +$391K 0.03% 487
2019
Q4 		$295K Buy
4,136
+381
+10% +$25.9K 0.01% 764
2019
Q3 		$245K Buy
+3,755
New +$244K 0.01% 798
2018
Q4 		– Sell
-1,019
Closed -$65K – 1299
2018
Q3 		$65K Buy
+1,019
New +$63.8K ﹤0.01% 1336
2018
Q2 		– Sell
-171
Closed -$10K – 1437
2018
Q1 		$10K Buy
+171
New +$10.2K ﹤0.01% 2311

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

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

Stratos Wealth Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.37% in Q1 2026, selling an estimated $17.3K and leaving 31,594 shares worth $4.47M. The position accounts for 0.05% of the portfolio, ranked #356.

Stratos Wealth Partners first reported a position in ESGU in Q1 2018 and has held it in 29 quarters since. The position peaked at $23.1M in Q4 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Stratos Wealth Partners held 31,594 shares of iShares ESG Aware MSCI USA ETF worth $4.47M as of Q1 2026.
  • Stratos Wealth Partners sold 117 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $17.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of Stratos Wealth Partners's portfolio in Q1 2026, its #356 holding.
  • Stratos Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2018 and has held it in 29 quarters since.
  • Stratos Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $23.1M in Q4 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.