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

Wealth Alliance’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 		$1.26M Buy
8,898
+356
+4% +$52.7K 0.12% 154
2025
Q4 		$1.27M Sell
8,542
-695
-8% -$103K 0.12% 150
2025
Q3 		$1.34M Buy
9,237
+677
+8% +$94.8K 0.14% 139
2025
Q2 		$1.16M Sell
8,560
-65
-0.8% -$8.11K 0.13% 151
2025
Q1 		$1.05M Sell
8,625
-8,656
-50% -$1.11M 0.13% 156
2024
Q4 		$2.23M Buy
17,281
+307
+2% +$39.8K 0.27% 77
2024
Q3 		$2.14M Sell
16,974
-112
-0.7% -$13.6K 0.26% 74
2024
Q2 		$2.04M Sell
17,086
-9,514
-36% -$1.09M 0.26% 67
2024
Q1 		$3.06M Sell
26,600
-58,422
-69% -$6.4M 0.4% 45
2023
Q4 		$8.92M Sell
85,022
-1,709
-2% -$167K 1.25% 8
2023
Q3 		$8.14M Sell
86,731
-22,600
-21% -$2.21M 1.28% 10
2023
Q2 		$10.7M Sell
109,331
-9,614
-8% -$888K 1.59% 7
2023
Q1 		$10.8M Sell
118,945
-117,608
-50% -$10.4M 1.74% 8
2022
Q4 		$20M Sell
236,553
-24,318
-9% -$2.07M 3.56% 3
2022
Q3 		$20.7M Buy
260,871
+32,240
+14% +$2.86M 4.09% 3
2022
Q2 		$19.2M Buy
228,631
+13,351
+6% +$1.22M 3.68% 3
2022
Q1 		$21.8M Buy
215,280
+39,990
+23% +$4.01M 4.46% 3
2021
Q4 		$18.9M Buy
175,290
+28,331
+19% +$2.97M 3.8% 3
2021
Q3 		$14.5M Buy
146,959
+53,378
+57% +$5.41M 3.25% 3
2021
Q2 		$9.21M Buy
93,581
+44,446
+90% +$4.25M 2.17% 4
2021
Q1 		$4.46M Buy
49,135
+23,635
+93% +$2.1M 1.25% 13
2020
Q4 		$2.19M Buy
25,500
+18,075
+243% +$1.47M 0.65% 29
2020
Q3 		$566K Buy
+7,425
New +$559K 0.2% 125

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

Wealth Alliance's ESGU Position: Q1 2026 in Review

Wealth Alliance increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.2% in Q1 2026, buying an estimated $52.7K and bringing the position to 8,898 shares worth $1.26M. The position accounts for 0.12% of the portfolio, ranked #154.

Wealth Alliance first reported a position in ESGU in Q3 2020 and has held it in 23 quarters since. The position peaked at $21.8M in Q1 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Wealth Alliance held 8,898 shares of iShares ESG Aware MSCI USA ETF worth $1.26M as of Q1 2026.
  • Wealth Alliance bought 356 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $52.7K.
  • iShares ESG Aware MSCI USA ETF made up 0.12% of Wealth Alliance's portfolio in Q1 2026, its #154 holding.
  • Wealth Alliance first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 23 quarters since.
  • Wealth Alliance's iShares ESG Aware MSCI USA ETF position peaked at $21.8M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.