TSA Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

TSA Wealth Management’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	$997K	Hold	7,052	–	–	0.32%	45
2025 Q4	$1.05M	Hold	7,052	–	–	0.35%	44
2025 Q3	$1.03M	Hold	7,052	–	–	0.35%	43
2025 Q2	$954K	Sell	7,052 -10	-0.1%	-$1.25K	0.35%	41
2025 Q1	$861K	Sell	7,062 -55	-0.8%	-$7.08K	0.34%	36
2024 Q4	$917K	Sell	7,117 -46	-0.6%	-$5.96K	0.37%	34
2024 Q3	$904K	Hold	7,163	–	–	0.36%	33
2024 Q2	$855K	Sell	7,163 -259	-3%	-$29.7K	0.36%	34
2024 Q1	$853K	Sell	7,422 -21,535	-74%	-$2.36M	0.37%	33
2023 Q4	$3.04M	Buy	+28,957	New	+$2.84M	1.42%	18

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

TSA Wealth Management's ESGU Position: Q1 2026 in Review

TSA Wealth Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 7,052 shares worth $997K. The position accounts for 0.32% of the portfolio, ranked #45.

TSA Wealth Management first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.04M in Q4 2023. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

TSA Wealth Management held 7,052 shares of iShares ESG Aware MSCI USA ETF worth $997K as of Q1 2026.
TSA Wealth Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up 0.32% of TSA Wealth Management's portfolio in Q1 2026, its #45 holding.
TSA Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
TSA Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $3.04M in Q4 2023.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on TSA Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.