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

Waverly 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 		$795K Sell
5,620
-3
-0.1% -$444 0.01% 902
2025
Q4 		$838K Buy
5,623
+169
+3% +$25K 0.01% 813
2025
Q3 		$794K Buy
5,454
+1
+0% +$140 0.01% 702
2025
Q2 		$738K Sell
5,453
-2,105
-28% -$263K 0.01% 691
2025
Q1 		$921K Buy
7,558
+5,324
+238% +$686K 0.01% 623
2024
Q4 		$288K Buy
2,234
+432
+24% +$56K ﹤0.01% 836
2024
Q3 		$227K Sell
1,802
-100
-5% -$12.1K ﹤0.01% 749
2024
Q2 		$227K Buy
1,902
+4
+0.2% +$459 ﹤0.01% 735
2024
Q1 		$218K Buy
+1,898
New +$208K 0.01% 644

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

Waverly Advisors's ESGU Position: Q1 2026 in Review

Waverly Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.05% in Q1 2026, selling an estimated $444 and leaving 5,620 shares worth $795K. The position accounts for 0.01% of the portfolio, ranked #902.

Waverly Advisors first reported a position in ESGU in Q1 2024 and has held it in 9 quarters since. The position peaked at $921K in Q1 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Waverly Advisors held 5,620 shares of iShares ESG Aware MSCI USA ETF worth $795K as of Q1 2026.
  • Waverly Advisors sold 3 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $444.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #902 holding.
  • Waverly Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 9 quarters since.
  • Waverly Advisors's iShares ESG Aware MSCI USA ETF position peaked at $921K in Q1 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.