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

Wedbush Securities’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 		$3.26M Sell
23,073
-133
-0.6% -$19.7K 0.1% 168
2025
Q4 		$3.46M Sell
23,206
-127
-0.5% -$18.8K 0.1% 152
2025
Q3 		$3.4M Buy
23,333
+487
+2% +$68.2K 0.11% 132
2025
Q2 		$3.09M Buy
22,846
+744
+3% +$92.9K 0.11% 138
2025
Q1 		$2.69M Sell
22,102
-1,184
-5% -$152K 0.1% 152
2024
Q4 		$3M Buy
23,286
+825
+4% +$107K 0.11% 135
2024
Q3 		$2.83M Sell
22,461
-79
-0.4% -$9.59K 0.11% 145
2024
Q2 		$2.69M Buy
22,540
+87
+0.4% +$9.99K 0.1% 150
2024
Q1 		$2.58M Sell
22,453
-742
-3% -$81.3K 0.1% 158
2023
Q4 		$2.43M Sell
23,195
-68
-0.3% -$6.66K 0.11% 137
2023
Q3 		$2.19M Buy
23,263
+1,274
+6% +$125K 0.11% 144
2023
Q2 		$2.14M Buy
21,989
+4,477
+26% +$413K 0.1% 151
2023
Q1 		$1.58M Buy
17,512
+4,178
+31% +$369K 0.08% 197
2022
Q4 		$1.13M Buy
13,334
+936
+8% +$79.9K 0.06% 277
2022
Q3 		$985K Buy
12,398
+4,452
+56% +$394K 0.06% 290
2022
Q2 		$667K Sell
7,946
-1,831
-19% -$167K 0.04% 416
2022
Q1 		$991K Buy
9,777
+2,487
+34% +$249K 0.05% 349
2021
Q4 		$787K Sell
7,290
-2,968
-29% -$311K 0.03% 453
2021
Q3 		$1.01M Buy
10,258
+736
+8% +$74.6K 0.05% 349
2021
Q2 		$938K Buy
9,522
+908
+11% +$86.9K 0.04% 387
2021
Q1 		$783K Buy
+8,614
New +$766K 0.04% 410

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

Wedbush Securities's ESGU Position: Q1 2026 in Review

Wedbush Securities reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.57% in Q1 2026, selling an estimated $19.7K and leaving 23,073 shares worth $3.26M. The position accounts for 0.1% of the portfolio, ranked #168.

Wedbush Securities first reported a position in ESGU in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.46M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Wedbush Securities held 23,073 shares of iShares ESG Aware MSCI USA ETF worth $3.26M as of Q1 2026.
  • Wedbush Securities sold 133 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $19.7K.
  • iShares ESG Aware MSCI USA ETF made up 0.1% of Wedbush Securities's portfolio in Q1 2026, its #168 holding.
  • Wedbush Securities first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 21 quarters since.
  • Wedbush Securities's iShares ESG Aware MSCI USA ETF position peaked at $3.46M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.