Sutton Place Investors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sutton Place Investors’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	$777K	Sell	5,494 -3	-0.1%	-$444	0.43%	62
2025 Q4	$819K	Sell	5,497 -262	-5%	-$38.7K	0.45%	58
2025 Q3	$839K	Sell	5,759 -5	-0.1%	-$700	0.48%	53
2025 Q2	$780K	Sell	5,764 -7	-0.1%	-$874	0.47%	54
2025 Q1	$704K	Sell	5,771 -245	-4%	-$31.6K	0.47%	52
2024 Q4	$775K	Buy	6,016 +3	+0%	+$389	0.45%	59
2024 Q3	$759K	Sell	6,013 -67	-1%	-$8.14K	0.46%	55
2024 Q2	$725K	Buy	6,080 +2	+0%	+$230	0.48%	53
2024 Q1	$699K	Sell	6,078 -1,504	-20%	-$165K	0.35%	85
2023 Q4	$795K	Sell	7,582 -868	-10%	-$85K	0.58%	59
2023 Q3	$794K	Sell	8,450 -3,977	-32%	-$389K	1.03%	31
2023 Q2	$1.21M	Sell	12,427 -134	-1%	-$12.4K	1.68%	17
2023 Q1	$1.14M	Sell	12,561 -12,037	-49%	-$1.06M	1.54%	18
2022 Q4	$2.08M	Sell	24,598 -3,428	-12%	-$292K	2.97%	9
2022 Q3	$2.23M	Sell	28,026 -679	-2%	-$60.1K	3.37%	9
2022 Q2	$2.41M	Sell	28,705 -1,153	-4%	-$105K	3.5%	6
2022 Q1	$2.84M	Buy	29,858 +3,035	+11%	+$304K	3.39%	6
2021 Q4	$2.89M	Buy	+26,823	New	+$2.81M	3.33%	7

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

Sutton Place Investors's ESGU Position: Q1 2026 in Review

Sutton Place Investors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.05% in Q1 2026, selling an estimated $444 and leaving 5,494 shares worth $777K. The position accounts for 0.43% of the portfolio, ranked #62.

Sutton Place Investors first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.89M in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Sutton Place Investors held 5,494 shares of iShares ESG Aware MSCI USA ETF worth $777K as of Q1 2026.
Sutton Place Investors sold 3 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $444.
iShares ESG Aware MSCI USA ETF made up 0.43% of Sutton Place Investors's portfolio in Q1 2026, its #62 holding.
Sutton Place Investors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
Sutton Place Investors's iShares ESG Aware MSCI USA ETF position peaked at $2.89M in Q4 2021.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.