Truist Financial
ESGU icon

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

Truist 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 		$6.84M Sell
48,357
-134,451
-74% -$19.9M 0.01% 733
2025
Q4 		$27.2M Buy
182,808
+100,781
+123% +$14.9M 0.04% 344
2025
Q3 		$11.9M Sell
82,027
-229
-0.3% -$32.1K 0.02% 555
2025
Q2 		$11.1M Sell
82,256
-4,955
-6% -$619K 0.02% 555
2025
Q1 		$10.6M Sell
87,211
-1,185
-1% -$153K 0.02% 543
2024
Q4 		$11.4M Sell
88,396
-2,890
-3% -$374K 0.02% 534
2024
Q3 		$11.5M Sell
91,286
-8,298
-8% -$1.01M 0.02% 541
2024
Q2 		$11.9M Sell
99,584
-4,172
-4% -$479K 0.02% 547
2024
Q1 		$11.9M Sell
103,756
-74,114
-42% -$8.12M 0.02% 567
2023
Q4 		$18.7M Sell
177,870
-4,994
-3% -$489K 0.03% 427
2023
Q3 		$17.2M Sell
182,864
-30,367
-14% -$2.97M 0.03% 425
2023
Q2 		$20.8M Buy
213,231
+8,327
+4% +$769K 0.03% 375
2023
Q1 		$18.5M Sell
204,904
-161,715
-44% -$14.3M 0.03% 400
2022
Q4 		$31.1M Sell
366,619
-5,079
-1% -$433K 0.05% 300
2022
Q3 		$29.5M Buy
371,698
+21,263
+6% +$1.88M 0.06% 291
2022
Q2 		$29.4M Buy
350,435
+20,527
+6% +$1.88M 0.05% 309
2022
Q1 		$33.4M Buy
329,908
+34,008
+11% +$3.41M 0.05% 307
2021
Q4 		$31.9M Sell
295,900
-41,604
-12% -$4.37M 0.05% 321
2021
Q3 		$33.2M Sell
337,504
-36,355
-10% -$3.68M 0.05% 299
2021
Q2 		$36.8M Buy
373,859
+57,615
+18% +$5.51M 0.06% 290
2021
Q1 		$28.7M Buy
316,244
+47,982
+18% +$4.27M 0.05% 328
2020
Q4 		$23.1M Buy
268,262
+31,973
+14% +$2.6M 0.04% 346
2020
Q3 		$18M Buy
236,289
+15,427
+7% +$1.16M 0.04% 382
2020
Q2 		$15.5M Buy
220,862
+160,098
+263% +$10.5M 0.03% 421
2020
Q1 		$3.49M Buy
+60,764
New +$4.14M 0.01% 774

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

Truist Financial's ESGU Position: Q1 2026 in Review

Truist Financial reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 74% in Q1 2026, selling an estimated $19.9M and leaving 48,357 shares worth $6.84M. The position accounts for 0.01% of the portfolio, ranked #733.

Truist Financial first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $36.8M in Q2 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Truist Financial held 48,357 shares of iShares ESG Aware MSCI USA ETF worth $6.84M as of Q1 2026.
  • Truist Financial sold 134,451 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $19.9M.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Truist Financial's portfolio in Q1 2026, its #733 holding.
  • Truist Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • Truist Financial's iShares ESG Aware MSCI USA ETF position peaked at $36.8M in Q2 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.