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

Veridan Wealth’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 		$613K Sell
4,337
-91
-2% -$13.5K 0.23% 47
2025
Q4 		$660K Sell
4,428
-53
-1% -$7.84K 0.22% 44
2025
Q3 		$652K Buy
+4,481
New +$628K 0.22% 43
2025
Q1 		$543K Sell
4,453
-1,050
-19% -$135K 0.25% 45
2024
Q4 		$723K Buy
+5,503
New +$713K 0.34% 44
2024
Q2 		$608K Buy
+4,496
New +$516K 0.24% 45

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

Veridan Wealth's ESGU Position: Q1 2026 in Review

Veridan Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.1% in Q1 2026, selling an estimated $13.5K and leaving 4,337 shares worth $613K. The position accounts for 0.23% of the portfolio, ranked #47.

Veridan Wealth first reported a position in ESGU in Q2 2024 and has held it in 6 quarters since. The position peaked at $723K in Q4 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Veridan Wealth held 4,337 shares of iShares ESG Aware MSCI USA ETF worth $613K as of Q1 2026.
  • Veridan Wealth sold 91 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $13.5K.
  • iShares ESG Aware MSCI USA ETF made up 0.23% of Veridan Wealth's portfolio in Q1 2026, its #47 holding.
  • Veridan Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 6 quarters since.
  • Veridan Wealth's iShares ESG Aware MSCI USA ETF position peaked at $723K in Q4 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.