Vermillion & White Wealth Management Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Vermillion & White Wealth Management Group’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	$313K	Hold	2,211	–	–	0.18%	48
2025 Q4	$329K	Hold	2,211	–	–	0.18%	44
2025 Q3	$322K	Hold	2,211	–	–	0.18%	47
2025 Q2	$299K	Sell	2,211 -450	-17%	-$56.2K	0.19%	48
2025 Q1	$324K	Hold	2,661	–	–	0.23%	42
2024 Q4	$343K	Sell	2,661 -39	-1%	-$5.05K	0.25%	49
2024 Q3	$341K	Hold	2,700	–	–	0.25%	49
2024 Q2	$322K	Buy	2,700 +40	+2%	+$4.59K	0.24%	53
2024 Q1	$306K	Sell	2,660 -42	-2%	-$4.6K	0.24%	50
2023 Q4	$283K	Buy	+2,702	New	+$265K	0.27%	39

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

Vermillion & White Wealth Management Group's ESGU Position: Q1 2026 in Review

Vermillion & White Wealth Management Group held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 2,211 shares worth $313K. The position accounts for 0.18% of the portfolio, ranked #48.

Vermillion & White Wealth Management Group first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. The position peaked at $343K in Q4 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Vermillion & White Wealth Management Group held 2,211 shares of iShares ESG Aware MSCI USA ETF worth $313K as of Q1 2026.
Vermillion & White Wealth Management Group left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up 0.18% of Vermillion & White Wealth Management Group's portfolio in Q1 2026, its #48 holding.
Vermillion & White Wealth Management Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
Vermillion & White Wealth Management Group's iShares ESG Aware MSCI USA ETF position peaked at $343K in Q4 2024.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.