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

WealthCollab’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	$610K	Hold	4,311	–	–	0.25%	44
2025 Q4	$642K	Hold	4,311	–	–	0.26%	48
2025 Q3	$628K	Hold	4,311	–	–	0.29%	42
2025 Q2	$583K	Hold	4,311	–	–	0.33%	41
2025 Q1	$526K	Hold	4,311	–	–	0.32%	41
2024 Q4	$555K	Hold	4,311	–	–	0.35%	40
2024 Q3	$544K	Hold	4,311	–	–	0.36%	38
2024 Q2	$514K	Hold	4,311	–	–	0.37%	39
2024 Q1	$496K	Hold	4,311	–	–	0.37%	39
2023 Q4	$452K	Buy	+4,311	New	+$422K	0.35%	40

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

WealthCollab's ESGU Position: Q1 2026 in Review

WealthCollab held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 4,311 shares worth $610K. The position accounts for 0.25% of the portfolio, ranked #44.

WealthCollab first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. The position peaked at $642K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

WealthCollab held 4,311 shares of iShares ESG Aware MSCI USA ETF worth $610K as of Q1 2026.
WealthCollab left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up 0.25% of WealthCollab's portfolio in Q1 2026, its #44 holding.
WealthCollab first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
WealthCollab's iShares ESG Aware MSCI USA ETF position peaked at $642K in Q4 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.