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

Visionary Wealth 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 		$470K Sell
3,320
-475
-13% -$70.3K 0.02% 412
2025
Q4 		$565K Buy
3,795
+9
+0.2% +$1.33K 0.03% 361
2025
Q3 		$551K Sell
3,786
-144
-4% -$20.2K 0.03% 366
2025
Q2 		$532K Buy
3,930
+10
+0.3% +$1.25K 0.03% 349
2025
Q1 		$478K Sell
3,920
-45
-1% -$5.79K 0.03% 357
2024
Q4 		$511K Sell
3,965
-20
-0.5% -$2.59K 0.03% 349
2024
Q3 		$503K Buy
3,985
+4
+0.1% +$486 0.03% 344
2024
Q2 		$475K Sell
3,981
-70
-2% -$8.04K 0.03% 331
2024
Q1 		$466K Sell
4,051
-19
-0.5% -$2.08K 0.03% 333
2023
Q4 		$427K Sell
4,070
-635
-13% -$62.2K 0.03% 340
2023
Q3 		$442K Sell
4,705
-328
-7% -$32.1K 0.04% 319
2023
Q2 		$491K Sell
5,033
-359
-7% -$33.2K 0.04% 298
2023
Q1 		$488K Sell
5,392
-515
-9% -$45.5K 0.04% 282
2022
Q4 		$501K Sell
5,907
-578
-9% -$49.3K 0.05% 237
2022
Q3 		$515K Sell
6,485
-1,590
-20% -$141K 0.05% 221
2022
Q2 		$678K Sell
8,075
-13,292
-62% -$1.21M 0.06% 204
2022
Q1 		$2.17M Sell
21,367
-3,998
-16% -$400K 0.17% 118
2021
Q4 		$2.74M Sell
25,365
-2,602
-9% -$273K 0.22% 102
2021
Q3 		$2.75M Buy
27,967
+1,297
+5% +$131K 0.28% 86
2021
Q2 		$2.63M Buy
26,670
+4,164
+19% +$398K 0.26% 90
2021
Q1 		$2.04M Buy
22,506
+8,998
+67% +$800K 0.22% 108
2020
Q4 		$1.16M Buy
13,508
+60
+0.4% +$4.87K 0.13% 127
2020
Q3 		$1.02M Sell
13,448
-5,484
-29% -$413K 0.14% 115
2020
Q2 		$1.32M Buy
18,932
+13,085
+224% +$861K 0.2% 106
2020
Q1 		$336K Buy
+5,847
New +$398K 0.06% 146

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

Visionary Wealth Advisors's ESGU Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 13% in Q1 2026, selling an estimated $70.3K and leaving 3,320 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #412.

Visionary Wealth Advisors first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.75M in Q3 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Visionary Wealth Advisors held 3,320 shares of iShares ESG Aware MSCI USA ETF worth $470K as of Q1 2026.
  • Visionary Wealth Advisors sold 475 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $70.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #412 holding.
  • Visionary Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • Visionary Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $2.75M in Q3 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.