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

WealthShield Partners’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 		$699K Sell
4,945
-1,162
-19% -$172K 0.08% 219
2025
Q4 		$910K Sell
6,107
-172
-3% -$25.4K 0.1% 190
2025
Q3 		$914K Sell
6,279
-453
-7% -$63.4K 0.1% 183
2025
Q2 		$911K Sell
6,732
-257
-4% -$32.1K 0.11% 178
2025
Q1 		$852K Sell
6,989
-4,679
-40% -$603K 0.11% 178
2024
Q4 		$1.5M Sell
11,668
-828
-7% -$107K 0.21% 114
2024
Q3 		$1.58M Buy
12,496
+215
+2% +$26.1K 0.21% 115
2024
Q2 		$1.47M Sell
12,281
-11,072
-47% -$1.27M 0.22% 117
2024
Q1 		$2.68M Sell
23,353
-38,342
-62% -$4.2M 0.43% 69
2023
Q4 		$6.47M Sell
61,695
-7,233
-10% -$708K 1.07% 18
2023
Q3 		$6.5M Sell
68,928
-14,538
-17% -$1.42M 0.98% 22
2023
Q2 		$8.13M Sell
83,466
-10,228
-11% -$944K 1.23% 19
2023
Q1 		$8.47M Sell
93,694
-72,273
-44% -$6.39M 1.37% 15
2022
Q4 		$14.1M Sell
165,967
-24,446
-13% -$2.09M 2.69% 4
2022
Q3 		$15.1M Buy
190,413
+6,928
+4% +$614K 3% 3
2022
Q2 		$15.4M Buy
183,485
+854
+0.5% +$78K 3.05% 3
2022
Q1 		$18.5M Buy
182,631
+8,712
+5% +$873K 2.96% 5
2021
Q4 		$18.8M Buy
173,919
+7,608
+5% +$798K 3.12% 3
2021
Q3 		$16.4M Sell
166,311
-71,999
-30% -$7.3M 4.38% 1
2021
Q2 		$23.5M Buy
238,310
+3,237
+1% +$310K 3.68% 2
2021
Q1 		$21.4M Buy
235,073
+27,797
+13% +$2.47M 3.84% 1
2020
Q4 		$17.8M Buy
207,276
+114,947
+124% +$9.33M 3.29% 2
2020
Q3 		$7.04M Buy
92,329
+11,174
+14% +$842K 2.46% 3
2020
Q2 		$5.68M Buy
81,155
+40,136
+98% +$2.64M 2.61% 5
2020
Q1 		$2.36M Buy
+41,019
New +$2.79M 1.44% 18

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

WealthShield Partners's ESGU Position: Q1 2026 in Review

WealthShield Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 19% in Q1 2026, selling an estimated $172K and leaving 4,945 shares worth $699K. The position accounts for 0.08% of the portfolio, ranked #219.

WealthShield Partners first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $23.5M in Q2 2021. 807 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • WealthShield Partners held 4,945 shares of iShares ESG Aware MSCI USA ETF worth $699K as of Q1 2026.
  • WealthShield Partners sold 1,162 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $172K.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of WealthShield Partners's portfolio in Q1 2026, its #219 holding.
  • WealthShield Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • WealthShield Partners's iShares ESG Aware MSCI USA ETF position peaked at $23.5M in Q2 2021.
  • 807 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.