Vertex Planning Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Vertex Planning Partners’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	$298K	Sell	2,107 -14	-0.7%	-$2.07K	0.06%	114
2025 Q4	$316K	Buy	2,121 +204	+11%	+$30.2K	0.07%	103
2025 Q3	$279K	Sell	1,917 -2	-0.1%	-$280	0.05%	169
2025 Q2	$260K	Buy	1,919 +7	+0.4%	+$874	0.05%	160
2025 Q1	$233K	Sell	1,912 -177	-8%	-$22.8K	0.05%	168
2024 Q4	$269K	Sell	2,089 -7	-0.3%	-$907	0.06%	153
2024 Q3	$264K	Buy	2,096 +178	+9%	+$21.6K	0.06%	138
2024 Q2	$229K	Sell	1,918 -27	-1%	-$3.1K	0.06%	140
2024 Q1	$224K	Buy	+1,945	New	+$213K	0.06%	146
2023 Q3	–	Sell	-3,200	Closed	-$312K	–	137
2023 Q2	$312K	Sell	3,200 -3,043	-49%	-$281K	0.11%	103
2023 Q1	$565K	Sell	6,243 -67,371	-92%	-$5.96M	0.21%	59
2022 Q4	$6.24M	Buy	+73,614	New	+$6.28M	2.43%	9

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

Vertex Planning Partners's ESGU Position: Q1 2026 in Review

Vertex Planning Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.66% in Q1 2026, selling an estimated $2.07K and leaving 2,107 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #114.

Vertex Planning Partners first reported a position in ESGU in Q4 2022 and has held it in 12 quarters since. The position peaked at $6.24M in Q4 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Vertex Planning Partners held 2,107 shares of iShares ESG Aware MSCI USA ETF worth $298K as of Q1 2026.
Vertex Planning Partners sold 14 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $2.07K.
iShares ESG Aware MSCI USA ETF made up 0.06% of Vertex Planning Partners's portfolio in Q1 2026, its #114 holding.
Vertex Planning Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 12 quarters since.
Vertex Planning Partners's iShares ESG Aware MSCI USA ETF position peaked at $6.24M in Q4 2022.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.