WANY
ESGU icon

Wealthspire Advisors (New York)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Wealthspire Advisors (New York)’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 		$8.68M Sell
61,372
-4,882
-7% -$722K 0.07% 125
2025
Q4 		$9.87M Buy
66,254
+298
+0.5% +$44.1K 0.08% 118
2025
Q3 		$9.6M Sell
65,956
-3,930
-6% -$550K 0.05% 118
2025
Q2 		$9.46M Sell
69,886
-8
-0% -$999 0.05% 121
2025
Q1 		$8.52M Sell
69,894
-1,455
-2% -$187K 0.05% 126
2024
Q4 		$9.19M Sell
71,349
-472
-0.7% -$61.1K 0.09% 105
2024
Q3 		$9.06M Buy
71,821
+57,020
+385% +$6.92M 0.09% 111
2024
Q2 		$1.77M Sell
14,801
-1,988
-12% -$228K 0.02% 224
2024
Q1 		$1.93M Sell
16,789
-1,111
-6% -$122K 0.03% 202
2023
Q4 		$1.88M Sell
17,900
-558
-3% -$54.6K 0.03% 205
2023
Q3 		$1.73M Sell
18,458
-1,520
-8% -$149K 0.03% 186
2023
Q2 		$1.95M Sell
19,978
-799
-4% -$73.8K 0.03% 156
2023
Q1 		$1.88M Sell
20,777
-3,284
-14% -$290K 0.03% 161
2022
Q4 		$2.04M Sell
24,061
-6,833
-22% -$583K 0.04% 153
2022
Q3 		$2.45M Buy
30,894
+21,626
+233% +$1.92M 0.05% 126
2022
Q2 		$778K Sell
9,268
-1,006
-10% -$91.9K 0.02% 246
2022
Q1 		$1.04M Sell
10,274
-2,485
-19% -$249K 0.02% 186
2021
Q4 		$1.38M Sell
12,759
-654
-5% -$68.6K 0.03% 187
2021
Q3 		$1.32M Buy
13,413
+6,396
+91% +$648K 0.03% 213
2021
Q2 		$691K Sell
7,017
-966
-12% -$92.4K 0.02% 197
2021
Q1 		$725K Buy
7,983
+4,549
+132% +$404K 0.02% 314
2020
Q4 		$295K Sell
3,434
-30
-0.9% -$2.44K 0.01% 439
2020
Q3 		$264K Sell
3,464
-485
-12% -$36.5K 0.02% 245
2020
Q2 		$276K Sell
3,949
-35
-0.9% -$2.3K 0.02% 218
2020
Q1 		$229K Buy
3,984
+160
+4% +$10.9K 0.01% 451
2019
Q4 		$273K Hold
3,824
– – 0.02% 162
2019
Q3 		$250K Buy
3,824
+30
+0.8% +$1.95K 0.02% 134
2019
Q2 		$245K Buy
+3,794
New +$241K 0.02% 84
2019
Q1 		– Sell
-1,336
Closed -$73K – 283
2018
Q4 		$73K Buy
+1,336
New +$79K 0.01% 142

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

Wealthspire Advisors (New York)'s ESGU Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 7.4% in Q1 2026, selling an estimated $722K and leaving 61,372 shares worth $8.68M. The position accounts for 0.07% of the portfolio, ranked #125.

Wealthspire Advisors (New York) first reported a position in ESGU in Q4 2018 and has held it in 29 quarters since. The position peaked at $9.87M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Wealthspire Advisors (New York) held 61,372 shares of iShares ESG Aware MSCI USA ETF worth $8.68M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 4,882 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $722K.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #125 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2018 and has held it in 29 quarters since.
  • Wealthspire Advisors (New York)'s iShares ESG Aware MSCI USA ETF position peaked at $9.87M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.