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

Valeo Financial Advisors’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
-46,600
Closed -$6.94M – 796
2025
Q4 		$6.94M Hold
46,600
– – 0.15% 74
2025
Q3 		$6.78M Sell
46,600
-1,698
-4% -$238K 0.15% 70
2025
Q2 		$6.53M Buy
48,298
+3,797
+9% +$474K 0.16% 72
2025
Q1 		$5.43M Buy
44,501
+2,837
+7% +$365K 0.15% 70
2024
Q4 		$5.37M Sell
41,664
-19
-0% -$2.46K 0.15% 70
2024
Q3 		$5.26M Buy
41,683
+4,340
+12% +$527K 0.15% 71
2024
Q2 		$4.46M Sell
37,343
-411
-1% -$47.2K 0.14% 75
2024
Q1 		$4.19M Sell
37,754
-3,338
-8% -$366K 0.15% 75
2023
Q4 		$4.31M Sell
41,092
-891
-2% -$87.3K 0.17% 69
2023
Q3 		$3.94M Sell
41,983
-515
-1% -$50.4K 0.18% 72
2023
Q2 		$4.14M Hold
42,498
– – 0.19% 71
2023
Q1 		$3.84M Buy
+42,498
New +$3.76M 0.19% 78

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

Valeo Financial Advisors's ESGU Position: Q1 2026 in Review

Valeo Financial Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 46,600 shares — an estimated $6.94M sold.

Valeo Financial Advisors first reported a position in ESGU in Q1 2023 and held it in 12 quarters. The position peaked at $6.94M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Valeo Financial Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 46,600 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $6.94M.
  • Valeo Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and held it in 12 quarters.
  • Valeo Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $6.94M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.