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Tucker Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Tucker Asset 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 		– Sell
-11
Closed -$1.64K – 580
2025
Q4 		$1.64K Buy
+11
New +$1.63K ﹤0.01% 884
2025
Q1 		– Sell
-273
Closed -$35.2K – 499
2024
Q4 		$35.2K Sell
273
-61
-18% -$7.9K ﹤0.01% 422
2024
Q3 		$42.1K Sell
334
-412
-55% -$50K 0.01% 365
2024
Q2 		$89K Sell
746
-48
-6% -$5.51K 0.02% 285
2024
Q1 		$91.3K Hold
794
– – 0.02% 308
2023
Q4 		$83.3K Hold
794
– – 0.02% 251
2023
Q3 		$74.6K Sell
794
-203
-20% -$19.9K 0.02% 260
2023
Q2 		$97.2K Sell
997
-55
-5% -$5.08K 0.03% 176
2023
Q1 		$95.2K Buy
1,052
+194
+23% +$17.2K 0.03% 150
2022
Q4 		$73K Sell
858
-22
-3% -$1.88K 0.02% 117
2022
Q3 		$75.5K Sell
880
-626
-42% -$55.4K 0.02% 102
2022
Q2 		$126K Sell
1,506
-471
-24% -$43K 0.04% 33
2022
Q1 		$200K Sell
1,977
-1,715
-46% -$172K 0.06% 22
2021
Q4 		$400K Hold
3,692
– – 0.13% 10
2021
Q3 		$389K Buy
3,692
+2
+0.1% +$203 0.14% 10
2021
Q2 		$363K Sell
3,690
-2,215
-38% -$212K 0.16% 12
2021
Q1 		$537K Sell
5,905
-760
-11% -$67.6K 0.28% 6
2020
Q4 		$573K Buy
+6,665
New +$541K 0.35% 7

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Tucker Asset Management's ESGU Position: Q1 2026 in Review

Tucker Asset Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 11 shares — an estimated $1.64K sold.

Tucker Asset Management first reported a position in ESGU in Q4 2020 and held it in 18 quarters. The position peaked at $573K in Q4 2020. 817 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Tucker Asset Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 11 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $1.64K.
  • Tucker Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 18 quarters.
  • Tucker Asset Management's iShares ESG Aware MSCI USA ETF position peaked at $573K in Q4 2020.
  • 817 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.