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Sunbelt Securities’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sunbelt Securities’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 		$14.3K Hold
101
– – ﹤0.01% 1399
2025
Q4 		$15K Buy
101
+9
+10% +$1.33K ﹤0.01% 1333
2025
Q3 		$13.4K Sell
92
-593
-87% -$83K ﹤0.01% 1373
2025
Q2 		$88.2K Buy
685
+605
+756% +$75.5K 0.01% 800
2025
Q1 		$9.75K Sell
80
-605
-88% -$77.9K ﹤0.01% 1275
2024
Q4 		$88.6K Sell
685
-9
-1% -$1.17K 0.01% 798
2024
Q3 		$87.6K Hold
694
– – 0.01% 797
2024
Q2 		$82.8K Hold
694
– – 0.01% 779
2024
Q1 		$79.8K Buy
694
+9
+1% +$986 0.01% 765
2023
Q4 		$71.9K Sell
685
-45
-6% -$4.41K 0.01% 744
2023
Q3 		$68.6K Sell
730
-40
-5% -$3.92K 0.01% 742
2023
Q2 		$75K Buy
770
+2
+0.3% +$185 0.01% 709
2023
Q1 		$68.4K Buy
+768
New +$67.9K 0.01% 677
2021
Q4 		– Sell
-3,073
Closed -$305K – 476
2021
Q3 		$305K Hold
3,073
– – 0.05% 344
2021
Q2 		$305K Buy
3,073
+631
+26% +$60.4K 0.05% 344
2021
Q1 		$222K Buy
+2,442
New +$217K 0.04% 375

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

Sunbelt Securities's ESGU Position: Q1 2026 in Review

Sunbelt Securities held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 101 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Sunbelt Securities first reported a position in ESGU in Q1 2021 and has held it in 16 quarters since. The position peaked at $305K in Q3 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Sunbelt Securities held 101 shares of iShares ESG Aware MSCI USA ETF worth $14.3K as of Q1 2026.
  • Sunbelt Securities left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1399 holding.
  • Sunbelt Securities first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 16 quarters since.
  • Sunbelt Securities's iShares ESG Aware MSCI USA ETF position peaked at $305K in Q3 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.