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

West Wealth Group’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 		$1.34M Sell
9,468
-654
-6% -$96.8K 0.26% 35
2025
Q4 		$1.51M Buy
10,122
+4
+0% +$591 0.31% 33
2025
Q3 		$1.47M Sell
10,118
-1,266
-11% -$177K 0.33% 33
2025
Q2 		$1.58M Sell
11,384
-45
-0.4% -$5.62K 0.39% 32
2025
Q1 		$1.4M Sell
11,429
-432
-4% -$55.6K 0.41% 29
2024
Q4 		$1.53M Sell
11,861
-2,671
-18% -$346K 0.46% 28
2024
Q3 		$1.83M Sell
14,532
-1,808
-11% -$220K 0.59% 22
2024
Q2 		$1.95M Sell
16,340
-4,238
-21% -$487K 0.69% 23
2024
Q1 		$2.37M Sell
20,578
-98,249
-83% -$10.8M 0.88% 19
2023
Q4 		$12.5M Sell
118,827
-37
-0% -$3.62K 4.92% 4
2023
Q3 		$11.2M Sell
118,864
-39,401
-25% -$3.86M 4.87% 5
2023
Q2 		$15.4M Buy
158,265
+4,007
+3% +$370K 6.53% 4
2023
Q1 		$14M Sell
154,258
-264,489
-63% -$23.4M 6.46% 4
2022
Q4 		$35.5M Sell
418,747
-63,373
-13% -$5.41M 17.64% 2
2022
Q3 		$38.3M Sell
482,120
-11,828
-2% -$1.05M 19.41% 2
2022
Q2 		$41.4M Buy
493,948
+7,058
+1% +$645K 19.21% 2
2022
Q1 		$49.3M Buy
486,890
+68,581
+16% +$6.87M 19.6% 2
2021
Q4 		$45.1M Buy
+418,309
New +$43.9M 16.98% 1

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

West Wealth Group's ESGU Position: Q1 2026 in Review

West Wealth Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.5% in Q1 2026, selling an estimated $96.8K and leaving 9,468 shares worth $1.34M. The position accounts for 0.26% of the portfolio, ranked #35.

West Wealth Group first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $49.3M in Q1 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • West Wealth Group held 9,468 shares of iShares ESG Aware MSCI USA ETF worth $1.34M as of Q1 2026.
  • West Wealth Group sold 654 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $96.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.26% of West Wealth Group's portfolio in Q1 2026, its #35 holding.
  • West Wealth Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • West Wealth Group's iShares ESG Aware MSCI USA ETF position peaked at $49.3M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.