Winthrop Capital Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Winthrop Capital Management’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	$102K	Hold	719	–	–	0.03%	148
2025 Q4	$107K	Hold	719	–	–	0.02%	153
2025 Q3	$105K	Hold	719	–	–	0.03%	142
2025 Q2	$97K	Hold	719	–	–	0.02%	153
2025 Q1	$88K	Hold	719	–	–	0.02%	145
2024 Q4	$93K	Sell	719 -11	-2%	-$1.43K	0.02%	151
2024 Q3	$92K	Hold	730	–	–	0.04%	77
2024 Q2	$87K	Hold	730	–	–	0.04%	73
2024 Q1	$84K	Hold	730	–	–	0.04%	78
2023 Q4	$76.6K	Buy	+730	New	+$71.5K	0.03%	153

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Winthrop Capital Management's ESGU Position: Q1 2026 in Review

Winthrop Capital Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 719 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #148.

Winthrop Capital Management first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. The position peaked at $107K in Q4 2025. 808 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Winthrop Capital Management held 719 shares of iShares ESG Aware MSCI USA ETF worth $102K as of Q1 2026.
Winthrop Capital Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up 0.03% of Winthrop Capital Management's portfolio in Q1 2026, its #148 holding.
Winthrop Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
Winthrop Capital Management's iShares ESG Aware MSCI USA ETF position peaked at $107K in Q4 2025.
808 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.