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WBH Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

WBH Advisory’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 		$1.13M Sell
7,905
-2
-0% -$296 0.08% 162
2025
Q4 		$1.18M Sell
7,907
-734
-8% -$109K 0.09% 154
2025
Q3 		$1.26M Buy
8,641
+963
+13% +$135K 0.1% 146
2025
Q2 		$1.04M Sell
7,678
-1,939
-20% -$242K 0.09% 159
2025
Q1 		$1.17M Buy
9,617
+54
+0.6% +$6.95K 0.11% 133
2024
Q4 		$1.23M Sell
9,563
-33
-0.3% -$4.28K 0.11% 131
2024
Q3 		$1.21M Sell
9,596
-75
-0.8% -$9.11K 0.11% 131
2024
Q2 		$1.15M Sell
9,671
-161
-2% -$18.5K 0.12% 134
2024
Q1 		$1.13M Buy
9,832
+196
+2% +$21.5K 0.12% 137
2023
Q4 		$1.01M Buy
9,636
+1,306
+16% +$128K 0.11% 149
2023
Q3 		$782K Sell
8,330
-59
-0.7% -$5.78K 0.1% 155
2023
Q2 		$818K Sell
8,389
-2,215
-21% -$205K 0.1% 154
2023
Q1 		$959K Buy
+10,604
New +$938K 0.12% 150
2022
Q3 		$1.39M Buy
17,500
+1,563
+10% +$138K 0.2% 109
2022
Q2 		$1.36M Buy
15,937
+88
+0.6% +$8.04K 0.18% 116
2022
Q1 		$1.51M Buy
15,849
+3,354
+27% +$336K 0.19% 113
2021
Q4 		$1.35M Buy
12,495
+2,455
+24% +$258K 0.15% 127
2021
Q3 		$989K Buy
10,040
+352
+4% +$35.7K 0.13% 141
2021
Q2 		$983K Buy
9,688
+44
+0.5% +$4.21K 0.14% 125
2021
Q1 		$876K Buy
9,644
+195
+2% +$17.3K 0.14% 126
2020
Q4 		$837K Buy
9,449
+551
+6% +$44.7K 0.14% 126
2020
Q3 		$678K Buy
8,898
+3,569
+67% +$269K 0.14% 131
2020
Q2 		$372K Buy
5,329
+179
+3% +$11.8K 0.09% 175
2020
Q1 		$296 Hold
5,150
– – 0.07% 178
2019
Q4 		$367K Buy
+5,150
New +$351K 0.08% 178

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

WBH Advisory's ESGU Position: Q1 2026 in Review

WBH Advisory reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.03% in Q1 2026, selling an estimated $296 and leaving 7,905 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #162.

WBH Advisory first reported a position in ESGU in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.51M in Q1 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • WBH Advisory held 7,905 shares of iShares ESG Aware MSCI USA ETF worth $1.13M as of Q1 2026.
  • WBH Advisory sold 2 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $296.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of WBH Advisory's portfolio in Q1 2026, its #162 holding.
  • WBH Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 25 quarters since.
  • WBH Advisory's iShares ESG Aware MSCI USA ETF position peaked at $1.51M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.