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

Whalerock Point 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 		$326K Hold
2,306
– – 0.06% 154
2025
Q4 		$344K Hold
2,306
– – 0.07% 142
2025
Q3 		$336K Hold
2,306
– – 0.07% 136
2025
Q2 		$312K Hold
2,306
– – 0.07% 146
2025
Q1 		$281K Hold
2,306
– – 0.07% 154
2024
Q4 		$297K Hold
2,306
– – 0.07% 149
2024
Q3 		$291K Hold
2,306
– – 0.07% 153
2024
Q2 		$275K Hold
2,306
– – 0.07% 134
2024
Q1 		$265K Sell
2,306
-187
-8% -$20.5K 0.07% 150
2023
Q4 		$262K Hold
2,493
– – 0.08% 137
2023
Q3 		$234K Hold
2,493
– – 0.08% 135
2023
Q2 		$243K Hold
2,493
– – 0.08% 134
2023
Q1 		$225K Hold
2,493
– – 0.08% 133
2022
Q4 		$211K Sell
2,493
-49
-2% -$4.18K 0.09% 135
2022
Q3 		$202K Buy
+2,542
New +$225K 0.09% 132

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

Whalerock Point Partners's ESGU Position: Q1 2026 in Review

Whalerock Point Partners held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 2,306 shares worth $326K. The position accounts for 0.06% of the portfolio, ranked #154.

Whalerock Point Partners first reported a position in ESGU in Q3 2022 and has held it in 15 quarters since. The position peaked at $344K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Whalerock Point Partners held 2,306 shares of iShares ESG Aware MSCI USA ETF worth $326K as of Q1 2026.
  • Whalerock Point Partners left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of Whalerock Point Partners's portfolio in Q1 2026, its #154 holding.
  • Whalerock Point Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and has held it in 15 quarters since.
  • Whalerock Point Partners's iShares ESG Aware MSCI USA ETF position peaked at $344K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.