Valley National Advisers’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Valley National Advisers’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	$908K	Buy	6,425 +2,696	+72%	+$399K	0.12%	142
2025 Q4	$555K	Buy	+3,729	New	+$551K	0.08%	169
2023 Q1	–	Sell	-22	Closed	-$1K	–	915
2022 Q4	$1K	Buy	+22	New	+$1.88K	﹤0.01%	781

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

Valley National Advisers's ESGU Position: Q1 2026 in Review

Valley National Advisers increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 72% in Q1 2026, buying an estimated $399K and bringing the position to 6,425 shares worth $908K. The position accounts for 0.12% of the portfolio, ranked #142.

Valley National Advisers first reported a position in ESGU in Q4 2022 and has held it in 3 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Valley National Advisers held 6,425 shares of iShares ESG Aware MSCI USA ETF worth $908K as of Q1 2026.
Valley National Advisers bought 2,696 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $399K.
iShares ESG Aware MSCI USA ETF made up 0.12% of Valley National Advisers's portfolio in Q1 2026, its #142 holding.
Valley National Advisers first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 3 quarters since.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.