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

TrueWealth Financial 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 		– Sell
-25,546
Closed -$3.81M – 80
2025
Q4 		$3.81M Buy
+25,546
New +$3.78M 3.14% 11

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TrueWealth Financial Partners's ESGU Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 25,546 shares — an estimated $3.81M sold.

TrueWealth Financial Partners first reported a position in ESGU in Q4 2025 and held it in 1 quarter. The position peaked at $3.81M in Q4 2025. 814 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 25,546 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $3.81M.
  • TrueWealth Financial Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's iShares ESG Aware MSCI USA ETF position peaked at $3.81M in Q4 2025.
  • 814 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.