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

Summit 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 		$439K Sell
3,106
-742
-19% -$110K 0.01% 1039
2025
Q4 		$573K Hold
3,848
– – 0.01% 843
2025
Q3 		$560K Buy
+3,848
New +$539K 0.01% 855

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

Summit Financial's ESGU Position: Q1 2026 in Review

Summit Financial reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 19% in Q1 2026, selling an estimated $110K and leaving 3,106 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #1039.

Summit Financial first reported a position in ESGU in Q3 2025 and has held it in 3 quarters since. The position peaked at $573K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Summit Financial held 3,106 shares of iShares ESG Aware MSCI USA ETF worth $439K as of Q1 2026.
  • Summit Financial sold 742 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $110K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1039 holding.
  • Summit Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's iShares ESG Aware MSCI USA ETF position peaked at $573K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.